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Parkside Financial Bank & Trust’s Primerica PRI Stock Holding History

Parkside Financial Bank & Trust’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 		$356K Buy
1,252
+4
+0.3% +$1.09K 0.02% 348
2026
Q1 		$313K Sell
1,248
-18
-1% -$4.64K 0.02% 348
2025
Q4 		$327K Buy
1,266
+9
+0.7% +$2.35K 0.02% 338
2025
Q3 		$349K Sell
1,257
-42
-3% -$11.3K 0.03% 316
2025
Q2 		$355K Buy
1,299
+1,199
+1,199% +$318K 0.04% 307
2025
Q1 		$28.5K Sell
100
-4
-4% -$1.14K ﹤0.01% 1019
2024
Q4 		$28.2K Buy
104
+14
+16% +$3.97K ﹤0.01% 983
2024
Q3 		$23.9K Buy
90
+18
+25% +$4.55K ﹤0.01% 1014
2024
Q2 		$17K Buy
72
+28
+64% +$6.35K ﹤0.01% 1061
2024
Q1 		$11.1K Buy
44
+24
+120% +$5.68K ﹤0.01% 1139
2023
Q4 		$4.12K Sell
20
-8
-29% -$1.64K ﹤0.01% 1354
2023
Q3 		$5.43K Buy
28
+7
+33% +$1.43K ﹤0.01% 1337
2023
Q2 		$4.15K Hold
21
– – ﹤0.01% 1434
2023
Q1 		$3.62K Sell
21
-23
-52% -$3.77K ﹤0.01% 1485
2022
Q4 		$6.24K Buy
+44
New +$6.13K ﹤0.01% 1230
2022
Q2 		– Sell
-29
Closed -$4K – 1920
2022
Q1 		$4K Buy
+29
New +$4.12K ﹤0.01% 1403

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

Parkside Financial Bank & Trust's PRI Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Primerica (PRI) stake by 0.32% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,252 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #348.

Parkside Financial Bank & Trust first reported a position in PRI in Q1 2022 and has held it in 16 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,252 shares of Primerica worth $356K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 4 Primerica shares in Q2 2026, an estimated $1.09K.
  • Primerica made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #348 holding.
  • Parkside Financial Bank & Trust first reported a position in Primerica in Q1 2022 and has held it in 16 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.