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McIlrath & Eck’s Primerica PRI Stock Holding History

McIlrath & Eck’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
Q1 		$68.9K Sell
275
-22
-7% -$5.67K 0.01% 464
2025
Q4 		$76.7K Sell
297
-20
-6% -$5.22K 0.01% 284
2025
Q3 		$88K Buy
+317
New +$85.1K 0.01% 226

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

McIlrath & Eck's PRI Position: Q1 2026 in Review

McIlrath & Eck reduced its Primerica (PRI) stake by 7.4% in Q1 2026, selling an estimated $5.67K and leaving 275 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #464.

McIlrath & Eck first reported a position in PRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $88K in Q3 2025. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • McIlrath & Eck held 275 shares of Primerica worth $68.9K as of Q1 2026.
  • McIlrath & Eck sold 22 Primerica shares in Q1 2026, an estimated $5.67K.
  • Primerica made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #464 holding.
  • McIlrath & Eck first reported a position in Primerica in Q3 2025 and has held it in 3 quarters since.
  • McIlrath & Eck's Primerica position peaked at $88K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.