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R Squared’s Primerica PRI Stock Holding History

R Squared’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 		$319K Buy
+1,122
New +$307K 0.17% 199
2025
Q3 		– Sell
-2,438
Closed -$667K – 674
2025
Q2 		$667K Buy
2,438
+1,058
+77% +$280K 0.37% 68
2025
Q1 		$393K Sell
1,380
-260
-16% -$74.1K 0.42% 73
2024
Q4 		$445K Buy
+1,640
New +$465K 0.43% 31

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

R Squared's PRI Position: Q2 2026 in Review

R Squared opened a new position in Primerica (PRI) in Q2 2026: 1,122 shares worth $319K. The stake represents 0.17% of the portfolio and ranks #199 among its holdings. This is a return to the name: R Squared previously reported a position in PRI as recently as Q2 2025.

R Squared first reported a position in PRI in Q4 2024 and has held it in 4 quarters since. The position peaked at $667K in Q2 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • R Squared held 1,122 shares of Primerica worth $319K as of Q2 2026.
  • Primerica was a new R Squared position in Q2 2026.
  • Primerica made up 0.17% of R Squared's portfolio in Q2 2026, its #199 holding.
  • R Squared first reported a position in Primerica in Q4 2024 and has held it in 4 quarters since.
  • R Squared's Primerica position peaked at $667K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.