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Rossby Financial’s Primerica PRI Stock Holding History

Rossby Financial’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 		$11.1K Buy
39
+6
+18% +$1.64K ﹤0.01% 1145
2026
Q1 		$8.38K Buy
33
+19
+136% +$4.9K ﹤0.01% 1323
2025
Q4 		$3.62K Buy
14
+5
+56% +$1.3K ﹤0.01% 1208
2025
Q3 		$2.49K Buy
+9
New +$2.42K ﹤0.01% 1110

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

Rossby Financial's PRI Position: Q2 2026 in Review

Rossby Financial increased its Primerica (PRI) stake by 18% in Q2 2026, buying an estimated $1.64K and bringing the position to 39 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Rossby Financial first reported a position in PRI in Q3 2025 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Rossby Financial held 39 shares of Primerica worth $11.1K as of Q2 2026.
  • Rossby Financial bought 6 Primerica shares in Q2 2026, an estimated $1.64K.
  • Primerica made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1145 holding.
  • Rossby Financial first reported a position in Primerica in Q3 2025 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.