Robertson Stephens Wealth Management’s Primerica PRI Stock Holding History

Robertson Stephens Wealth 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	$256K	Hold	899	–	–	0.01%	567
2026 Q1	$225K	Sell	899 -8	-0.9%	-$2.06K	0.01%	566
2025 Q4	$235K	Buy	907 +9	+1%	+$2.35K	0.01%	569
2025 Q3	$249K	Buy	898 +14	+2%	+$3.76K	0.01%	481
2025 Q2	$242K	Sell	884 -297	-25%	-$78.7K	0.01%	498
2025 Q1	$336K	Sell	1,181 -505	-30%	-$144K	0.01%	434
2024 Q4	$458K	Buy	1,686 +224	+15%	+$63.5K	0.02%	373
2024 Q3	$388K	Buy	1,462 +47	+3%	+$11.9K	0.01%	468
2024 Q2	$335K	Buy	1,415 +4	+0.3%	+$907	0.02%	397
2024 Q1	$357K	Buy	+1,411	New	+$334K	0.02%	400

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Robertson Stephens Wealth Management's PRI Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Primerica (PRI) position steady in Q2 2026 at 899 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #567.

Robertson Stephens Wealth Management first reported a position in PRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $458K in Q4 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Robertson Stephens Wealth Management held 899 shares of Primerica worth $256K as of Q2 2026.
Robertson Stephens Wealth Management left its Primerica share count unchanged in Q2 2026.
Primerica made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #567 holding.
Robertson Stephens Wealth Management first reported a position in Primerica in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Primerica position peaked at $458K in Q4 2024.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.