Manchester Capital Management’s Primerica PRI Stock Holding History

Manchester Capital 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	$1.14K	Hold	4	–	–	﹤0.01%	1145
2026 Q1	$1K	Hold	4	–	–	﹤0.01%	1138
2025 Q4	$1.03K	Hold	4	–	–	﹤0.01%	1131
2025 Q3	$1.11K	Sell	4 -737	-99%	-$198K	﹤0.01%	1129
2025 Q2	$203K	Buy	741 +737	+18,425%	+$195K	0.03%	333
2025 Q1	$1.14K	Buy	4 +1	+33%	+$285	﹤0.01%	1041
2024 Q4	$815	Hold	3	–	–	﹤0.01%	1054
2024 Q3	$796	Hold	3	–	–	﹤0.01%	1057
2024 Q2	$710	Hold	3	–	–	﹤0.01%	1036
2024 Q1	$759	Hold	3	–	–	﹤0.01%	904
2023 Q4	$618	Hold	3	–	–	﹤0.01%	893
2023 Q3	$583	Hold	3	–	–	﹤0.01%	891
2023 Q2	$594	Hold	3	–	–	﹤0.01%	863
2023 Q1	$517	Hold	3	–	–	﹤0.01%	999
2022 Q4	$425	Hold	3	–	–	﹤0.01%	923
2022 Q3	$0	Buy	+3	New	+$380	﹤0.01%	985
2022 Q1	–	Sell	-8	Closed	-$1K	–	1088
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	966
2021 Q3	$1K	Buy	+8	New	+$1.19K	﹤0.01%	985

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Manchester Capital Management's PRI Position: Q2 2026 in Review

Manchester Capital Management held its Primerica (PRI) position steady in Q2 2026 at 4 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Manchester Capital Management first reported a position in PRI in Q3 2021 and has held it in 18 quarters since. The position peaked at $203K in Q2 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Manchester Capital Management held 4 shares of Primerica worth $1.14K as of Q2 2026.
Manchester Capital Management left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #1145 holding.
Manchester Capital Management first reported a position in Primerica in Q3 2021 and has held it in 18 quarters since.
Manchester Capital Management's Primerica position peaked at $203K in Q2 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.