Raymond James Financial
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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
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
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

Raymond James Financial's PRI Position: Q2 2026 in Review

Raymond James Financial reduced its Primerica (PRI) stake by 9.5% in Q2 2026, selling an estimated $3.52M and leaving 121,942 shares worth $34.7M. The position accounts for 0.01% of the portfolio, ranked #1168.

Raymond James Financial first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.1M in Q3 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Raymond James Financial held 121,942 shares of Primerica worth $34.7M as of Q2 2026.
  • Raymond James Financial sold 12,873 Primerica shares in Q2 2026, an estimated $3.52M.
  • Primerica made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1168 holding.
  • Raymond James Financial first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Primerica position peaked at $37.1M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.