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Life Cycle Investment Partners’s Primerica PRI Stock Holding History

Life Cycle Investment Partners’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 		$75M Buy
263,891
+18,698
+8% +$5.12M 0.35% 59
2026
Q1 		$61.4M Buy
245,193
+87,607
+56% +$22.6M 0.39% 56
2025
Q4 		$40.7M Buy
+157,586
New +$41.1M 0.28% 56

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

Life Cycle Investment Partners's PRI Position: Q2 2026 in Review

Life Cycle Investment Partners increased its Primerica (PRI) stake by 7.6% in Q2 2026, buying an estimated $5.12M and bringing the position to 263,891 shares worth $75M. The position accounts for 0.35% of the portfolio, ranked #59.

Life Cycle Investment Partners 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.

  • Life Cycle Investment Partners held 263,891 shares of Primerica worth $75M as of Q2 2026.
  • Life Cycle Investment Partners bought 18,698 Primerica shares in Q2 2026, an estimated $5.12M.
  • Primerica made up 0.35% of Life Cycle Investment Partners's portfolio in Q2 2026, its #59 holding.
  • Life Cycle Investment Partners 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 Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.