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LECAP Asset Management’s Primerica PRI Stock Holding History

LECAP Asset Management’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 		– Sell
-1,737
Closed -$435K – 358
2026
Q1 		$435K Sell
1,737
-1,344
-44% -$347K 0.16% 210
2025
Q4 		$796K Buy
+3,081
New +$804K 0.32% 122
2025
Q2 		– Sell
-3,614
Closed -$1.03M – 375
2025
Q1 		$1.03M Buy
+3,614
New +$1.03M 0.24% 172
2024
Q4 		– Sell
-3,505
Closed -$929K – 388
2024
Q3 		$929K Buy
+3,505
New +$885K 0.2% 189
2024
Q1 		– Sell
-1,481
Closed -$305K – 363
2023
Q4 		$305K Buy
+1,481
New +$303K 0.11% 257

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

LECAP Asset Management's PRI Position: Q2 2026 in Review

LECAP Asset Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,737 shares — an estimated $435K sold.

LECAP Asset Management first reported a position in PRI in Q4 2023 and held it in 5 quarters. The position peaked at $1.03M in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • LECAP Asset Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 1,737 Primerica shares in Q2 2026, an estimated $435K.
  • LECAP Asset Management first reported a position in Primerica in Q4 2023 and held it in 5 quarters.
  • LECAP Asset Management's Primerica position peaked at $1.03M in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.