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Rothschild Investment LLC’s Primerica PRI Stock Holding History

Rothschild Investment LLC’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
+21
+117% +$5.75K ﹤0.01% 1824
2026
Q1 		$4.51K Sell
18
-18
-50% -$4.64K ﹤0.01% 2106
2025
Q4 		$9.3K Sell
36
-281
-89% -$73.3K ﹤0.01% 1596
2025
Q3 		$88K Buy
+317
New +$85.1K 0.01% 829
2025
Q2 		– Sell
-1
Closed -$285 – 3149
2025
Q1 		$285 Hold
1
– – ﹤0.01% 2776
2024
Q4 		$271 Hold
1
– – ﹤0.01% 2720
2024
Q3 		$265 Buy
+1
New +$253 ﹤0.01% 2645

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

Rothschild Investment LLC's PRI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Primerica (PRI) stake by 117% in Q2 2026, buying an estimated $5.75K and bringing the position to 39 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Rothschild Investment LLC first reported a position in PRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $88K in Q3 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Rothschild Investment LLC held 39 shares of Primerica worth $11.1K as of Q2 2026.
  • Rothschild Investment LLC bought 21 Primerica shares in Q2 2026, an estimated $5.75K.
  • Primerica made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1824 holding.
  • Rothschild Investment LLC first reported a position in Primerica in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Primerica position peaked at $88K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.