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Raleigh Capital Management’s Primerica PRI Stock Holding History

Raleigh 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 		– Hold
0
– – – 577
2026
Q1 		– Hold
0
– – – 749
2025
Q4 		– Hold
0
– – – 554
2025
Q3 		– Sell
-1
Closed -$268 – 515
2025
Q2 		$275 Buy
+1
New +$265 ﹤0.01% 547
2024
Q1 		– Sell
-116
Closed -$24K – 1129
2023
Q4 		$24K Sell
116
-15
-11% -$3.06K 0.01% 410
2023
Q3 		$25.5K Buy
131
+5
+4% +$1.02K 0.01% 360
2023
Q2 		$24.9K Buy
126
+66
+110% +$12.1K 0.01% 349
2023
Q1 		$10.3K Buy
+60
New +$9.83K 0.01% 497

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

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

Raleigh Capital Management held its Primerica (PRI) position steady in Q2 2026 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Raleigh Capital Management first reported a position in PRI in Q1 2023 and has held it in 5 quarters since. The position peaked at $25.5K in Q3 2023. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Raleigh Capital Management held 0 shares of Primerica worth $10 as of Q2 2026.
  • Raleigh Capital Management left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #577 holding.
  • Raleigh Capital Management first reported a position in Primerica in Q1 2023 and has held it in 5 quarters since.
  • Raleigh Capital Management's Primerica position peaked at $25.5K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.