SIS
PRI icon

Sound Income Strategies’s Primerica PRI Stock Holding History

Sound Income Strategies’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
-14
Closed -$3.55K – 1886
2026
Q1 		$3.55K Hold
14
– – ﹤0.01% 1966
2025
Q4 		$3.72K Buy
+14
New +$3.65K ﹤0.01% 1934
2025
Q2 		– Sell
-6
Closed -$1.75K – 1685
2025
Q1 		$1.75K Hold
6
– – ﹤0.01% 1260
2024
Q4 		$1.66K Sell
6
-106
-95% -$30.1K ﹤0.01% 1194
2024
Q3 		$29.8K Hold
112
– – ﹤0.01% 556
2024
Q2 		$26.5K Buy
112
+1
+0.9% +$227 ﹤0.01% 561
2024
Q1 		$28K Sell
111
-122
-52% -$28.9K ﹤0.01% 536
2023
Q4 		$47.9K Buy
233
+128
+122% +$26.2K ﹤0.01% 411
2023
Q3 		$20.4K Hold
105
– – ﹤0.01% 441
2023
Q2 		$20.7K Buy
105
+1
+1% +$184 ﹤0.01% 426
2023
Q1 		$18K Hold
104
– – ﹤0.01% 437
2022
Q4 		$14.7K Buy
104
+1
+1% +$139 ﹤0.01% 444
2022
Q3 		$13K Hold
103
– – ﹤0.01% 423
2022
Q2 		$12K Buy
+103
New +$13K ﹤0.01% 442

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's PRI Position: Q2 2026 in Review

Sound Income Strategies sold out of Primerica (PRI) in Q2 2026, closing a stake of 14 shares — an estimated $3.55K sold.

Sound Income Strategies first reported a position in PRI in Q2 2022 and held it in 14 quarters. The position peaked at $47.9K in Q4 2023. 342 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Sound Income Strategies reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 14 Primerica shares in Q2 2026, an estimated $3.55K.
  • Sound Income Strategies first reported a position in Primerica in Q2 2022 and held it in 14 quarters.
  • Sound Income Strategies's Primerica position peaked at $47.9K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.