RFP
PRI icon

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
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% +$4.43K ﹤0.01% 952
2025
Q3 		$27.5K Buy
+99
New +$26.6K ﹤0.01% 943

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 $3.37T AUM 44.26% 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

Root Financial Partners's PRI Position: Q2 2026 in Review

Root Financial Partners sold out of Primerica (PRI) in Q2 2026, closing a stake of 177 shares — an estimated $44.3K sold.

Root Financial Partners first reported a position in PRI in Q3 2025 and held it in 3 quarters. The position peaked at $44.3K in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Root Financial Partners reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 177 Primerica shares in Q2 2026, an estimated $44.3K.
  • Root Financial Partners first reported a position in Primerica in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Primerica position peaked at $44.3K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.