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Principal Securities’s Primerica PRI Stock Holding History

Principal Securities’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 		$253K Sell
890
-218
-20% -$59.6K ﹤0.01% 1402
2026
Q1 		$278K Buy
1,108
+321
+41% +$82.8K ﹤0.01% 1241
2025
Q4 		$203K Buy
787
+583
+286% +$152K ﹤0.01% 1318
2025
Q3 		$56.7K Buy
204
+21
+11% +$5.64K ﹤0.01% 1887
2025
Q2 		$50.1K Buy
183
+108
+144% +$28.6K ﹤0.01% 1873
2025
Q1 		$20.4K Hold
75
– – ﹤0.01% 2190
2024
Q4 		$20.4K Buy
75
+27
+56% +$7.66K ﹤0.01% 2186
2024
Q3 		$12.7K Buy
48
+12
+33% +$3.03K ﹤0.01% 2327
2024
Q2 		$8.52K Buy
36
+3
+9% +$680 ﹤0.01% 2467
2024
Q1 		$8.35K Buy
33
+3
+10% +$710 ﹤0.01% 2428
2023
Q4 		$6.17K Buy
+30
New +$6.13K ﹤0.01% 2452

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

Principal Securities's PRI Position: Q2 2026 in Review

Principal Securities reduced its Primerica (PRI) stake by 20% in Q2 2026, selling an estimated $59.6K and leaving 890 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Principal Securities first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Principal Securities held 890 shares of Primerica worth $253K as of Q2 2026.
  • Principal Securities sold 218 Primerica shares in Q2 2026, an estimated $59.6K.
  • Primerica made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1402 holding.
  • Principal Securities first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Primerica position peaked at $278K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.