Salomon & Ludwin’s Primerica PRI Stock Holding History

Salomon & Ludwin’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	$292	Hold	1	–	–	﹤0.01%	2075
2026 Q1	$254	Hold	1	–	–	﹤0.01%	2063
2025 Q4	$262	Hold	1	–	–	﹤0.01%	2110
2025 Q3	$279	Buy	+1	New	+$268	﹤0.01%	2105

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 $3.37T AUM 44.26% 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

Salomon & Ludwin's PRI Position: Q2 2026 in Review

Salomon & Ludwin held its Primerica (PRI) position steady in Q2 2026 at 1 share worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Salomon & Ludwin first reported a position in PRI in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Salomon & Ludwin held 1 share of Primerica worth $292 as of Q2 2026.
Salomon & Ludwin left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #2075 holding.
Salomon & Ludwin first reported a position in Primerica in Q3 2025 and has held it in 4 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.