Sendero Wealth Management’s Primerica PRI Stock Holding History

Sendero Wealth Management’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	$1.11M	Sell	3,921 -651	-14%	-$178K	0.11%	116
2026 Q1	$1.15M	Buy	4,572 +575	+14%	+$148K	0.13%	96
2025 Q4	$1.03M	Hold	3,997	–	–	0.11%	102
2025 Q3	$1.11M	Buy	3,997 +1,126	+39%	+$302K	0.13%	92
2025 Q2	$786K	Hold	2,871	–	–	0.1%	117
2025 Q1	$817K	Buy	2,871 +427	+17%	+$122K	0.11%	106
2024 Q4	$663K	Hold	2,444	–	–	0.1%	111
2024 Q3	$648K	Hold	2,444	–	–	0.1%	103
2024 Q2	$578K	Hold	2,444	–	–	0.1%	113
2024 Q1	$618K	Hold	2,444	–	–	0.11%	111
2023 Q4	$503K	Buy	2,444 +225	+10%	+$46K	0.09%	116
2023 Q3	$431K	Sell	2,219 -606	-21%	-$124K	0.09%	117
2023 Q2	$559K	Buy	2,825 +441	+18%	+$81K	0.12%	99
2023 Q1	$411K	Buy	2,384 +420	+21%	+$68.8K	0.13%	76
2022 Q4	$279K	Buy	+1,964	New	+$274K	0.1%	88

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

Sendero Wealth Management's PRI Position: Q2 2026 in Review

Sendero Wealth Management reduced its Primerica (PRI) stake by 14% in Q2 2026, selling an estimated $178K and leaving 3,921 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #116.

Sendero Wealth Management first reported a position in PRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Sendero Wealth Management held 3,921 shares of Primerica worth $1.11M as of Q2 2026.
Sendero Wealth Management sold 651 Primerica shares in Q2 2026, an estimated $178K.
Primerica made up 0.11% of Sendero Wealth Management's portfolio in Q2 2026, its #116 holding.
Sendero Wealth Management first reported a position in Primerica in Q4 2022 and has held it in 15 quarters since.
Sendero Wealth Management's Primerica position peaked at $1.15M in Q1 2026.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.