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Steph & Co’s Primerica PRI Stock Holding History

Steph & Co’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 		$98.3K Buy
346
+150
+77% +$41K 0.02% 145
2026
Q1 		$49.1K Buy
196
+54
+38% +$13.9K 0.01% 196
2025
Q4 		$36.7K Sell
142
-160
-53% -$41.7K 0.01% 220
2025
Q3 		$83.8K Buy
302
+24
+9% +$6.44K 0.03% 156
2025
Q2 		$76.1K Buy
+278
New +$73.7K 0.02% 157

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

Steph & Co's PRI Position: Q2 2026 in Review

Steph & Co increased its Primerica (PRI) stake by 77% in Q2 2026, buying an estimated $41K and bringing the position to 346 shares worth $98.3K. The position accounts for 0.02% of the portfolio, ranked #145.

Steph & Co first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Steph & Co held 346 shares of Primerica worth $98.3K as of Q2 2026.
  • Steph & Co bought 150 Primerica shares in Q2 2026, an estimated $41K.
  • Primerica made up 0.02% of Steph & Co's portfolio in Q2 2026, its #145 holding.
  • Steph & Co first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.