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Smartleaf Asset Management’s Primerica PRI Stock Holding History

Smartleaf Asset 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 		$57.1K Hold
199
– – ﹤0.01% 1449
2026
Q1 		$49.2K Buy
199
+20
+11% +$5.16K ﹤0.01% 1456
2025
Q4 		$46.7K Buy
179
+73
+69% +$19K ﹤0.01% 1586
2025
Q3 		$29.3K Buy
106
+69
+186% +$18.5K ﹤0.01% 1653
2025
Q2 		$9.95K Sell
37
-42
-53% -$11.1K ﹤0.01% 1832
2025
Q1 		$22.4K Buy
79
+21
+36% +$5.98K ﹤0.01% 1557
2024
Q4 		$15.6K Buy
58
+9
+18% +$2.55K ﹤0.01% 1789
2024
Q3 		$12.9K Buy
49
+11
+29% +$2.78K ﹤0.01% 1614
2024
Q2 		$8.98K Buy
38
+19
+100% +$4.31K ﹤0.01% 1467
2024
Q1 		$4.87K Buy
19
+3
+19% +$710 ﹤0.01% 1227
2023
Q4 		$2.89K Buy
+16
New +$3.27K ﹤0.01% 924

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 $3.37T AUM 44.26% 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

Smartleaf Asset Management's PRI Position: Q2 2026 in Review

Smartleaf Asset Management held its Primerica (PRI) position steady in Q2 2026 at 199 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Smartleaf Asset Management first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Smartleaf Asset Management held 199 shares of Primerica worth $57.1K as of Q2 2026.
  • Smartleaf Asset Management left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1449 holding.
  • Smartleaf Asset Management first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.