Jones Financial Companies
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Jones Financial Companies’s Primerica PRI Stock Holding History

Jones Financial Companies’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4M Buy
78,841
+4,179
+6% +$1.14M 0.01% 638
2026
Q1 		$18.4M Buy
74,662
+71,965
+2,668% +$18.6M 0.01% 620
2025
Q4 		$697K Buy
2,697
+849
+46% +$221K ﹤0.01% 1377
2025
Q3 		$513K Buy
1,848
+129
+8% +$34.6K ﹤0.01% 1385
2025
Q2 		$462K Buy
1,719
+373
+28% +$98.9K ﹤0.01% 1302
2025
Q1 		$381K Buy
1,346
+365
+37% +$104K ﹤0.01% 1236
2024
Q4 		$266K Buy
981
+609
+164% +$173K ﹤0.01% 1226
2024
Q3 		$98K Buy
372
+148
+66% +$37.4K ﹤0.01% 1411
2024
Q2 		$52.9K Buy
224
+143
+177% +$32.4K ﹤0.01% 1238
2024
Q1 		$20.5K Buy
81
+63
+350% +$14.9K ﹤0.01% 902
2023
Q4 		$3.7K Buy
+18
New +$3.68K ﹤0.01% 802
2023
Q1 		– Sell
-41
Closed -$6K – 733
2022
Q4 		$6K Buy
+41
New +$5.71K ﹤0.01% 530
2022
Q1 		– Sell
-57
Closed -$9K – 806
2021
Q4 		$9K Hold
57
– – ﹤0.01% 567
2021
Q3 		$9K Hold
57
– – ﹤0.01% 513
2021
Q2 		$9K Buy
57
+20
+54% +$3.16K ﹤0.01% 488
2021
Q1 		$5K Buy
37
+20
+118% +$2.87K ﹤0.01% 628
2020
Q4 		$2K Buy
+17
New +$2.14K ﹤0.01% 623

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Jones Financial Companies's PRI Position: Q2 2026 in Review

Jones Financial Companies increased its Primerica (PRI) stake by 5.6% in Q2 2026, buying an estimated $1.14M and bringing the position to 78,841 shares worth $22.4M. The position accounts for 0.01% of the portfolio, ranked #638.

Jones Financial Companies first reported a position in PRI in Q4 2020 and has held it in 17 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Jones Financial Companies held 78,841 shares of Primerica worth $22.4M as of Q2 2026.
  • Jones Financial Companies bought 4,179 Primerica shares in Q2 2026, an estimated $1.14M.
  • Primerica made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #638 holding.
  • Jones Financial Companies first reported a position in Primerica in Q4 2020 and has held it in 17 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.