Raymond James Financial’s Primerica PRI Stock Holding History

Raymond James Financial’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 Q3	$32.9M	Sell	120,734 -1,208	-1%	-$364K	0.01%	1198
2026 Q2	$34.7M	Sell	121,942 -12,873	-10%	-$3.52M	0.01%	1168
2026 Q1	$33.8M	Buy	134,815 +2,331	+2%	+$601K	0.01%	1118
2025 Q4	$34.2M	Sell	132,484 -1,069	-0.8%	-$279K	0.01%	1074
2025 Q3	$37.1M	Buy	133,553 +4,316	+3%	+$1.16M	0.01%	995
2025 Q2	$35.4M	Buy	129,237 +4,439	+4%	+$1.18M	0.01%	974
2025 Q1	$35.5M	Sell	124,798 -1,174	-0.9%	-$334K	0.01%	916
2024 Q4	$34.2M	Buy	+125,972	New	+$35.7M	0.01%	950

Other funds holding PRI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Raymond James Financial's PRI Position: Q3 2026 in Review

Raymond James Financial reduced its Primerica (PRI) stake by 0.99% in Q3 2026, selling an estimated $364K and leaving 120,734 shares worth $32.9M. The position accounts for 0.01% of the portfolio, ranked #1198.

Raymond James Financial first reported a position in PRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $37.1M in Q3 2025. 442 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Raymond James Financial held 120,734 shares of Primerica worth $32.9M as of Q3 2026.
Raymond James Financial sold 1,208 Primerica shares in Q3 2026, an estimated $364K.
Primerica made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1198 holding.
Raymond James Financial first reported a position in Primerica in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Primerica position peaked at $37.1M in Q3 2025.
442 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.