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 Q3	$99.2K	Buy	364 +18	+5%	+$5.42K	0.03%	137
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Steph & Co's PRI Position: Q3 2026 in Review

Steph & Co increased its Primerica (PRI) stake by 5.2% in Q3 2026, buying an estimated $5.42K and bringing the position to 364 shares worth $99.2K. The position accounts for 0.03% of the portfolio, ranked #137.

Steph & Co first reported a position in PRI in Q2 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Steph & Co held 364 shares of Primerica worth $99.2K as of Q3 2026.
Steph & Co bought 18 Primerica shares in Q3 2026, an estimated $5.42K.
Primerica made up 0.03% of Steph & Co's portfolio in Q3 2026, its #137 holding.
Steph & Co first reported a position in Primerica in Q2 2025 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.