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Larson Financial Group’s Primerica PRI Stock Holding History

Larson Financial Group’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 		$142K Buy
499
+145
+41% +$39.7K ﹤0.01% 1001
2026
Q1 		$88.7K Buy
354
+65
+22% +$16.8K ﹤0.01% 1052
2025
Q4 		$74.7K Buy
289
+24
+9% +$6.26K ﹤0.01% 1051
2025
Q3 		$73.6K Buy
265
+161
+155% +$43.2K ﹤0.01% 1018
2025
Q2 		$28.5K Sell
104
-36
-26% -$9.54K ﹤0.01% 1321
2025
Q1 		$39.7K Buy
140
+1
+0.7% +$285 ﹤0.01% 1111
2024
Q4 		$37.8K Sell
139
-10
-7% -$2.83K ﹤0.01% 982
2024
Q3 		$39.5K Buy
149
+54
+57% +$13.6K ﹤0.01% 972
2024
Q2 		$22.4K Buy
95
+1
+1% +$227 ﹤0.01% 1021
2024
Q1 		$23.9K Hold
94
– – ﹤0.01% 848
2023
Q4 		$19.3K Hold
94
– – ﹤0.01% 860
2023
Q3 		$18.2K Hold
94
– – ﹤0.01% 833
2023
Q2 		$18.6K Hold
94
– – ﹤0.01% 757
2023
Q1 		$16.2K Hold
94
– – ﹤0.01% 799
2022
Q4 		$13.3K Hold
94
– – ﹤0.01% 782
2022
Q3 		$12K Hold
94
– – ﹤0.01% 749
2022
Q2 		$11K Buy
+94
New +$11.8K ﹤0.01% 700

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

Larson Financial Group's PRI Position: Q2 2026 in Review

Larson Financial Group increased its Primerica (PRI) stake by 41% in Q2 2026, buying an estimated $39.7K and bringing the position to 499 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Larson Financial Group first reported a position in PRI in Q2 2022 and has held it in 17 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Larson Financial Group held 499 shares of Primerica worth $142K as of Q2 2026.
  • Larson Financial Group bought 145 Primerica shares in Q2 2026, an estimated $39.7K.
  • Primerica made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1001 holding.
  • Larson Financial Group first reported a position in Primerica in Q2 2022 and has held it in 17 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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