Riverwater Partners’s Primerica PRI Stock Holding History

Riverwater Partners’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	$349K	Buy	1,281 +1	+0.1%	+$301	0.1%	170
2026 Q2	$364K	Sell	1,280 -209	-14%	-$57.2K	0.11%	164
2026 Q1	$373K	Buy	1,489 +136	+10%	+$35.1K	0.12%	152
2025 Q4	$350K	Hold	1,353	–	–	0.14%	159
2025 Q3	$376K	Buy	1,353 +349	+35%	+$93.7K	0.16%	150
2025 Q2	$275K	Buy	1,004 +4	+0.4%	+$1.06K	0.13%	177
2025 Q1	$285K	Sell	1,000 -50	-5%	-$14.2K	0.15%	162
2024 Q4	$285K	Hold	1,050	–	–	0.14%	175
2024 Q3	$279K	Hold	1,050	–	–	0.14%	172
2024 Q2	$248K	Sell	1,050 -60	-5%	-$13.6K	0.18%	156
2024 Q1	$281K	Hold	1,110	–	–	0.21%	157
2023 Q4	$228K	Sell	1,110 -532	-32%	-$109K	0.18%	176
2023 Q3	$319K	Sell	1,642 -195	-11%	-$39.9K	0.29%	121
2023 Q2	$363K	Hold	1,837	–	–	0.32%	99
2023 Q1	$316K	Hold	1,837	–	–	0.29%	108
2022 Q4	$261K	Hold	1,837	–	–	0.22%	146
2022 Q3	$227K	Buy	+1,837	New	+$233K	0.23%	156
2022 Q1	–	Sell	-1,316	Closed	-$202K	–	188
2021 Q4	$202K	Buy	+1,316	New	+$209K	0.18%	204

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

Riverwater Partners's PRI Position: Q3 2026 in Review

Riverwater Partners increased its Primerica (PRI) stake by 0.08% in Q3 2026, buying an estimated $301 and bringing the position to 1,281 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #170.

Riverwater Partners first reported a position in PRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $376K in Q3 2025. 442 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Riverwater Partners held 1,281 shares of Primerica worth $349K as of Q3 2026.
Riverwater Partners bought 1 Primerica share in Q3 2026, an estimated $301.
Primerica made up 0.1% of Riverwater Partners's portfolio in Q3 2026, its #170 holding.
Riverwater Partners first reported a position in Primerica in Q4 2021 and has held it in 18 quarters since.
Riverwater Partners's Primerica position peaked at $376K in Q3 2025.
442 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.