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Prana Capital Management’s Primerica PRI Stock Holding History

Prana Capital Management’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 		$4.66M Sell
16,406
-3,334
-17% -$912K 0.14% 79
2026
Q1 		$4.94M Sell
19,740
-49,070
-71% -$12.7M 0.15% 82
2025
Q4 		$17.8M Buy
68,810
+1,894
+3% +$494K 0.64% 41
2025
Q3 		$18.6M Buy
66,916
+12,432
+23% +$3.34M 0.62% 40
2025
Q2 		$14.9M Buy
54,484
+23,948
+78% +$6.35M 0.53% 48
2025
Q1 		$8.69M Buy
+30,536
New +$8.7M 0.35% 59
2024
Q2 		– Sell
-17,438
Closed -$4.41M – 104
2024
Q1 		$4.41M Sell
17,438
-13,029
-43% -$3.08M 0.2% 64
2023
Q4 		$6.27M Buy
+30,467
New +$6.23M 0.37% 58
2023
Q1 		– Sell
-4,654
Closed -$660K – 105
2022
Q4 		$660K Buy
4,654
+7
+0.2% +$975 0.05% 79
2022
Q3 		$574K Sell
4,647
-2,602
-36% -$330K 0.04% 74
2022
Q2 		$868K Buy
7,249
+3,182
+78% +$400K 0.07% 77
2022
Q1 		$556K Buy
+4,067
New +$577K 0.04% 73
2020
Q4 		– Sell
-4,300
Closed -$487K – 81
2020
Q3 		$487K Buy
+4,300
New +$522K 0.08% 50
2020
Q2 		– Sell
-43,230
Closed -$3.83M – 65
2020
Q1 		$3.83M Buy
43,230
+30,512
+240% +$3.49M 1.11% 30
2019
Q4 		$1.66M Sell
12,718
-17,933
-59% -$2.32M 0.24% 44
2019
Q3 		$3.9M Sell
30,651
-54,903
-64% -$6.63M 0.7% 43
2019
Q2 		$10.3M Buy
+85,554
New +$10.6M 1.84% 20
2018
Q4 		– Sell
-26,276
Closed -$3.17M – 51
2018
Q3 		$3.17M Sell
26,276
-96,773
-79% -$11.2M 0.69% 28
2018
Q2 		$12.3M Buy
+123,049
New +$12M 3.27% 9

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

Prana Capital Management's PRI Position: Q2 2026 in Review

Prana Capital Management reduced its Primerica (PRI) stake by 17% in Q2 2026, selling an estimated $912K and leaving 16,406 shares worth $4.66M. The position accounts for 0.14% of the portfolio, ranked #79.

Prana Capital Management first reported a position in PRI in Q2 2018 and has held it in 19 quarters since. The position peaked at $18.6M in Q3 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Prana Capital Management held 16,406 shares of Primerica worth $4.66M as of Q2 2026.
  • Prana Capital Management sold 3,334 Primerica shares in Q2 2026, an estimated $912K.
  • Primerica made up 0.14% of Prana Capital Management's portfolio in Q2 2026, its #79 holding.
  • Prana Capital Management first reported a position in Primerica in Q2 2018 and has held it in 19 quarters since.
  • Prana Capital Management's Primerica position peaked at $18.6M in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.