Mirabella Financial Services’s Primerica PRI Stock Holding History

Mirabella Financial Services’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	$1.16M	Buy	4,068 +2,506	+160%	+$686K	0.11%	81
2026 Q1	$391K	Sell	1,562 -1,270	-45%	-$328K	0.04%	354
2025 Q4	$732K	Sell	2,832 -7,575	-73%	-$1.98M	0.07%	155
2025 Q3	$2.88M	Buy	10,407 +7,217	+226%	+$1.94M	0.25%	85
2025 Q2	$877K	Sell	3,190 -8,833	-73%	-$2.34M	0.09%	149
2025 Q1	$3.43M	Buy	12,023 +6,044	+101%	+$1.72M	0.14%	105
2024 Q4	$1.62M	Buy	+5,979	New	+$1.7M	0.15%	124
2021 Q3	–	Sell	-4,300	Closed	-$659K	–	524
2021 Q2	$659K	Buy	+4,300	New	+$679K	0.12%	151

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

Mirabella Financial Services's PRI Position: Q2 2026 in Review

Mirabella Financial Services increased its Primerica (PRI) stake by 160% in Q2 2026, buying an estimated $686K and bringing the position to 4,068 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #81.

Mirabella Financial Services first reported a position in PRI in Q2 2021 and has held it in 8 quarters since. The position peaked at $3.43M in Q1 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Mirabella Financial Services held 4,068 shares of Primerica worth $1.16M as of Q2 2026.
Mirabella Financial Services bought 2,506 Primerica shares in Q2 2026, an estimated $686K.
Primerica made up 0.11% of Mirabella Financial Services's portfolio in Q2 2026, its #81 holding.
Mirabella Financial Services first reported a position in Primerica in Q2 2021 and has held it in 8 quarters since.
Mirabella Financial Services's Primerica position peaked at $3.43M in Q1 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.