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New England Capital Financial Advisors’s Primerica PRI Stock Holding History

New England Capital Financial Advisors’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 		$14.2K Hold
50
– – ﹤0.01% 236
2026
Q1 		$12.5K Hold
50
– – ﹤0.01% 236
2025
Q4 		$12.9K Hold
50
– – 0.01% 230
2025
Q3 		$13.9K Hold
50
– – 0.01% 223
2025
Q2 		$13.7K Hold
50
– – 0.01% 215
2025
Q1 		$14.2K Hold
50
– – 0.01% 206
2024
Q4 		$13.6K Hold
50
– – 0.01% 211
2024
Q3 		$13.3K Hold
50
– – 0.01% 211
2024
Q2 		$11.8K Hold
50
– – 0.01% 216
2024
Q1 		$12.6K Hold
50
– – 0.01% 212
2023
Q4 		$10.3K Hold
50
– – 0.01% 229
2023
Q3 		$9.7K Hold
50
– – 0.01% 228
2023
Q2 		$9.89K Hold
50
– – 0.01% 226
2023
Q1 		$8.61K Hold
50
– – 0.01% 261
2022
Q4 		$7.61K Buy
+50
New +$6.96K 0.01% 270

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 $3.38T AUM 44.17% 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

New England Capital Financial Advisors's PRI Position: Q2 2026 in Review

New England Capital Financial Advisors held its Primerica (PRI) position steady in Q2 2026 at 50 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

New England Capital Financial Advisors first reported a position in PRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2K in Q1 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • New England Capital Financial Advisors held 50 shares of Primerica worth $14.2K as of Q2 2026.
  • New England Capital Financial Advisors left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #236 holding.
  • New England Capital Financial Advisors first reported a position in Primerica in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Primerica position peaked at $14.2K in Q1 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.