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NewEdge Wealth’s Primerica PRI Stock Holding History

NewEdge Wealth’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 		$4.36M Buy
15,343
+31
+0.2% +$8.48K 0.04% 271
2026
Q1 		$3.84M Sell
15,312
-1,805
-11% -$466K 0.05% 278
2025
Q4 		$4.42M Sell
17,117
-824
-5% -$215K 0.05% 258
2025
Q3 		$4.58M Buy
17,941
+60
+0.3% +$16.1K 0.07% 224
2025
Q2 		$4.57M Sell
17,881
-1,378
-7% -$365K 0.07% 220
2025
Q1 		$5.48M Sell
19,259
-798
-4% -$227K 0.1% 171
2024
Q4 		$5.44M Sell
20,057
-3,436
-15% -$974K 0.09% 176
2024
Q3 		$6.23M Buy
23,493
+3,427
+17% +$865K 0.11% 162
2024
Q2 		$4.75M Sell
20,066
-62
-0.3% -$14.1K 0.1% 169
2024
Q1 		$4.41M Buy
20,128
+1
+0% +$237 0.1% 182
2023
Q4 		$4.14M Sell
20,127
-1,294
-6% -$264K 0.11% 168
2023
Q3 		$4.16M Sell
21,421
-363
-2% -$74.3K 0.13% 144
2023
Q2 		$4.31M Sell
21,784
-271
-1% -$49.8K 0.14% 137
2023
Q1 		$3.8M Sell
22,055
-1,599
-7% -$262K 0.14% 136
2022
Q4 		$3.35M Buy
23,654
+260
+1% +$36.2K 0.14% 135
2022
Q3 		$2.89M Buy
23,394
+1,461
+7% +$185K 0.14% 143
2022
Q2 		$2.63M Buy
21,933
+8,224
+60% +$1.03M 0.12% 158
2022
Q1 		$1.88M Buy
13,709
+25
+0.2% +$3.55K 0.08% 162
2021
Q4 		$2.1M Buy
13,684
+16
+0.1% +$2.54K 0.09% 164
2021
Q3 		$2.1M Buy
13,668
+157
+1% +$23.4K 0.13% 124
2021
Q2 		$2.07M Buy
13,511
+1,427
+12% +$225K 0.16% 123
2021
Q1 		$1.79M Buy
12,084
+4,090
+51% +$587K 0.18% 114
2020
Q4 		$1.07M Buy
+7,994
New +$1M 0.33% 80

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

NewEdge Wealth's PRI Position: Q2 2026 in Review

NewEdge Wealth increased its Primerica (PRI) stake by 0.2% in Q2 2026, buying an estimated $8.48K and bringing the position to 15,343 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #271.

NewEdge Wealth first reported a position in PRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.23M in Q3 2024. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • NewEdge Wealth held 15,343 shares of Primerica worth $4.36M as of Q2 2026.
  • NewEdge Wealth bought 31 Primerica shares in Q2 2026, an estimated $8.48K.
  • Primerica made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #271 holding.
  • NewEdge Wealth first reported a position in Primerica in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Primerica position peaked at $6.23M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.