Stephens Inc’s Primerica PRI Stock Holding History

Stephens Inc’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	-1,345	Closed	-$337K	–	1380
2026 Q1	$337K	Buy	1,345 +325	+32%	+$83.8K	﹤0.01%	993
2025 Q4	$264K	Sell	1,020 -75	-7%	-$19.6K	﹤0.01%	1094
2025 Q3	$304K	Buy	+1,095	New	+$294K	﹤0.01%	1044

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

Stephens Inc's PRI Position: Q2 2026 in Review

Stephens Inc sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,345 shares — an estimated $337K sold.

Stephens Inc first reported a position in PRI in Q3 2025 and held it in 3 quarters. The position peaked at $337K in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Stephens Inc reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Stephens Inc sold 1,345 Primerica shares in Q2 2026, an estimated $337K.
Stephens Inc first reported a position in Primerica in Q3 2025 and held it in 3 quarters.
Stephens Inc's Primerica position peaked at $337K in Q1 2026.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.