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Keating Financial Advisory Services’s Primerica PRI Stock Holding History

Keating Financial Advisory Services’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 		$6.82K Buy
24
+3
+14% +$821 ﹤0.01% 1404
2026
Q1 		$5.26K Sell
21
-5
-19% -$1.29K ﹤0.01% 1422
2025
Q4 		$6.72K Buy
+26
New +$6.78K ﹤0.01% 1203

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's PRI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Primerica (PRI) stake by 14% in Q2 2026, buying an estimated $821 and bringing the position to 24 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Keating Financial Advisory Services first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Keating Financial Advisory Services held 24 shares of Primerica worth $6.82K as of Q2 2026.
  • Keating Financial Advisory Services bought 3 Primerica shares in Q2 2026, an estimated $821.
  • Primerica made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1404 holding.
  • Keating Financial Advisory Services first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.