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Mosaic Family Wealth Partners’s Primerica PRI Stock Holding History

Mosaic Family Wealth 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 		$207K Buy
+727
New +$199K 0.01% 413

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

Mosaic Family Wealth Partners's PRI Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Primerica (PRI) in Q2 2026: 727 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings.

522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Mosaic Family Wealth Partners held 727 shares of Primerica worth $207K as of Q2 2026.
  • Primerica was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Primerica made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #413 holding.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.