Root Financial Partners
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Root Financial Partners’s Primerica PRI Stock Holding History

Root Financial 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 		$65.1K Buy
+239
New +$71.9K ﹤0.01% 946
2026
Q2 		– Sell
-177
Closed -$44.3K – 2460
2026
Q1 		$44.3K Buy
177
+61
+53% +$15.7K ﹤0.01% 924
2025
Q4 		$30K Buy
116
+17
+17% +$4.44K ﹤0.01% 952
2025
Q3 		$27.5K Buy
+99
New +$26.6K ﹤0.01% 943

Other funds holding PRI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's PRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Primerica (PRI) in Q3 2026: 239 shares worth $65.1K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PRI as recently as Q1 2026.

Root Financial Partners first reported a position in PRI in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Root Financial Partners held 239 shares of Primerica worth $65.1K as of Q3 2026.
  • Primerica was a new Root Financial Partners position in Q3 2026.
  • Primerica made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #946 holding.
  • Root Financial Partners first reported a position in Primerica in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.