Rockefeller Capital Management
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Rockefeller Capital Management’s Primerica PRI Stock Holding History

Rockefeller 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 		$409K Buy
1,440
+79
+6% +$21.6K ﹤0.01% 2191
2026
Q1 		$341K Buy
1,361
+506
+59% +$130K ﹤0.01% 2188
2025
Q4 		$221K Buy
855
+731
+590% +$191K ﹤0.01% 2315
2025
Q3 		$34.5K Buy
+124
New +$33.3K ﹤0.01% 3088
2023
Q1 		– Sell
-34
Closed -$4K – 3409
2022
Q4 		$4K Hold
34
– – ﹤0.01% 3397
2022
Q3 		$3K Sell
34
-10
-23% -$1.27K ﹤0.01% 3504
2022
Q2 		$4K Sell
44
-59
-57% -$7.42K ﹤0.01% 3562
2022
Q1 		$13K Buy
103
+85
+472% +$12.1K ﹤0.01% 2928
2021
Q4 		$2K Sell
18
-48
-73% -$7.61K ﹤0.01% 3564
2021
Q3 		$9K Buy
66
+20
+43% +$2.98K ﹤0.01% 2943
2021
Q2 		$6K Buy
46
+20
+77% +$3.16K ﹤0.01% 2985
2021
Q1 		$3K Sell
26
-7
-21% -$1K ﹤0.01% 3040
2020
Q4 		$4K Buy
33
+3
+10% +$377 ﹤0.01% 2508
2020
Q3 		$3K Hold
30
– – ﹤0.01% 2357
2020
Q2 		$3K Buy
30
+7
+30% +$744 ﹤0.01% 2248
2020
Q1 		$2K Sell
23
-94
-80% -$10.7K ﹤0.01% 2204
2019
Q4 		$15K Sell
117
-34
-23% -$4.39K ﹤0.01% 1492
2019
Q3 		$19K Buy
+151
New +$18.2K ﹤0.01% 1237
2019
Q2 		– Sell
-305
Closed -$38K – 1897
2019
Q1 		$38K Buy
305
+192
+170% +$22.1K ﹤0.01% 996
2018
Q4 		$11K Hold
113
– – ﹤0.01% 688
2018
Q3 		$14K Hold
113
– – ﹤0.01% 541
2018
Q2 		$11K Buy
+113
New +$11.1K ﹤0.01% 588

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

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

Rockefeller Capital Management increased its Primerica (PRI) stake by 5.8% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,440 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Rockefeller Capital Management first reported a position in PRI in Q2 2018 and has held it in 22 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Rockefeller Capital Management held 1,440 shares of Primerica worth $409K as of Q2 2026.
  • Rockefeller Capital Management bought 79 Primerica shares in Q2 2026, an estimated $21.6K.
  • Primerica made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2191 holding.
  • Rockefeller Capital Management first reported a position in Primerica in Q2 2018 and has held it in 22 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.