SJS Investment Consulting’s Primerica PRI Stock Holding History

SJS Investment Consulting’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	$73.9K	Buy	260 +144	+124%	+$39.4K	0.01%	306
2026 Q1	$29.1K	Buy	116 +74	+176%	+$19.1K	﹤0.01%	562
2025 Q4	$10.9K	Buy	42 +14	+50%	+$3.65K	﹤0.01%	761
2025 Q3	$7.77K	Buy	28 +23	+460%	+$6.17K	﹤0.01%	650
2025 Q2	$1.37K	Sell	5 -4	-44%	-$1.06K	﹤0.01%	703
2025 Q1	$2.56K	Hold	9	–	–	﹤0.01%	629
2024 Q4	$2.44K	Sell	9 -5	-36%	-$1.42K	﹤0.01%	625
2024 Q3	$3.71K	Hold	14	–	–	﹤0.01%	561
2024 Q2	$3.31K	Sell	14 -1	-7%	-$227	﹤0.01%	539
2024 Q1	$3.79K	Hold	15	–	–	﹤0.01%	527
2023 Q4	$3.09K	Hold	15	–	–	﹤0.01%	506
2023 Q3	$2.91K	Hold	15	–	–	﹤0.01%	494
2023 Q2	$2.97K	Hold	15	–	–	﹤0.01%	466
2023 Q1	$2.58K	Buy	15 +2	+15%	+$328	﹤0.01%	523
2022 Q4	$1.84K	Buy	13 +3	+30%	+$418	﹤0.01%	665
2022 Q3	$1K	Buy	+10	New	+$1.27K	﹤0.01%	870
2022 Q1	$0	Buy	+2	New	+$284	﹤0.01%	1206

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

SJS Investment Consulting's PRI Position: Q2 2026 in Review

SJS Investment Consulting increased its Primerica (PRI) stake by 124% in Q2 2026, buying an estimated $39.4K and bringing the position to 260 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #306.

SJS Investment Consulting first reported a position in PRI in Q1 2022 and has held it in 17 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

SJS Investment Consulting held 260 shares of Primerica worth $73.9K as of Q2 2026.
SJS Investment Consulting bought 144 Primerica shares in Q2 2026, an estimated $39.4K.
Primerica made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #306 holding.
SJS Investment Consulting first reported a position in Primerica in Q1 2022 and has held it in 17 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.