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LRI Investments’s Primerica PRI Stock Holding History

LRI Investments’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 		$21K Buy
74
+24
+48% +$6.57K ﹤0.01% 747
2026
Q1 		$12.4K Buy
50
+10
+25% +$2.58K ﹤0.01% 821
2025
Q4 		$10.2K Buy
40
+1
+3% +$261 ﹤0.01% 863
2025
Q3 		$10.9K Hold
39
– – ﹤0.01% 856
2025
Q2 		$10.8K Buy
+39
New +$10.3K ﹤0.01% 826

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

LRI Investments's PRI Position: Q2 2026 in Review

LRI Investments increased its Primerica (PRI) stake by 48% in Q2 2026, buying an estimated $6.57K and bringing the position to 74 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

LRI Investments first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • LRI Investments held 74 shares of Primerica worth $21K as of Q2 2026.
  • LRI Investments bought 24 Primerica shares in Q2 2026, an estimated $6.57K.
  • Primerica made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #747 holding.
  • LRI Investments first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.