Sachetta’s Primerica PRI Stock Holding History

Sachetta’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	-5	Closed	-$1.25K	–	1169
2026 Q1	$1.25K	Hold	5	–	–	﹤0.01%	957
2025 Q4	$1.29K	Hold	5	–	–	﹤0.01%	873
2025 Q3	$1.39K	Hold	5	–	–	﹤0.01%	913
2025 Q2	$1.37K	Hold	5	–	–	﹤0.01%	921
2025 Q1	$1.42K	Hold	5	–	–	﹤0.01%	863
2024 Q4	$1.36K	Hold	5	–	–	﹤0.01%	923
2024 Q3	$1.33K	Hold	5	–	–	﹤0.01%	982
2024 Q2	$1.26K	Buy	+5	New	+$1.13K	﹤0.01%	985

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Sachetta's PRI Position: Q2 2026 in Review

Sachetta sold out of Primerica (PRI) in Q2 2026, closing a stake of 5 shares — an estimated $1.25K sold.

Sachetta first reported a position in PRI in Q2 2024 and held it in 8 quarters. The position peaked at $1.42K in Q1 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Sachetta reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Sachetta sold 5 Primerica shares in Q2 2026, an estimated $1.25K.
Sachetta first reported a position in Primerica in Q2 2024 and held it in 8 quarters.
Sachetta's Primerica position peaked at $1.42K in Q1 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.