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Sterling Capital Management’s Primerica PRI Stock Holding History

Sterling Capital 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 		$268K Sell
942
-125
-12% -$34.2K ﹤0.01% 1134
2026
Q1 		$267K Sell
1,067
-846
-44% -$218K 0.01% 1044
2025
Q4 		$494K Sell
1,913
-125
-6% -$32.6K 0.01% 928
2025
Q3 		$566K Sell
2,038
-157
-7% -$42.1K 0.01% 877
2025
Q2 		$601K Buy
2,195
+348
+19% +$92.2K 0.01% 828
2025
Q1 		$526K Sell
1,847
-155
-8% -$44.2K 0.01% 826
2024
Q4 		$543K Buy
2,002
+685
+52% +$194K 0.01% 858
2024
Q3 		$349K Buy
+1,317
New +$333K ﹤0.01% 1068
2017
Q3 		– Sell
-19,804
Closed -$1.5M – 965
2017
Q2 		$1.5M Hold
19,804
– – 0.01% 466
2017
Q1 		$1.63M Sell
19,804
-1,539
-7% -$120K 0.02% 439
2016
Q4 		$1.48M Sell
21,343
-170
-0.8% -$10.8K 0.01% 462
2016
Q3 		$1.14M Sell
21,513
-200
-0.9% -$11K 0.01% 500
2016
Q2 		$1.24M Sell
21,713
-2,814
-11% -$146K 0.01% 484
2016
Q1 		$1.09M Sell
24,527
-5,712
-19% -$247K 0.01% 500
2015
Q4 		$1.43M Buy
30,239
+12,539
+71% +$613K 0.01% 451
2015
Q3 		$798K Buy
17,700
+4,000
+29% +$175K 0.01% 583
2015
Q2 		$626K Buy
+13,700
New +$640K 0.01% 568
2015
Q1 		– Sell
-33,179
Closed -$1.8M – 947
2014
Q4 		$1.8M Sell
33,179
-605
-2% -$30.8K 0.02% 435
2014
Q3 		$1.63M Buy
33,784
+1,041
+3% +$50.3K 0.02% 451
2014
Q2 		$1.57M Buy
32,743
+847
+3% +$38.9K 0.01% 443
2014
Q1 		$1.5M Buy
+31,896
New +$1.42M 0.01% 444

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

Sterling Capital Management's PRI Position: Q2 2026 in Review

Sterling Capital Management reduced its Primerica (PRI) stake by 12% in Q2 2026, selling an estimated $34.2K and leaving 942 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Sterling Capital Management first reported a position in PRI in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2014. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Sterling Capital Management held 942 shares of Primerica worth $268K as of Q2 2026.
  • Sterling Capital Management sold 125 Primerica shares in Q2 2026, an estimated $34.2K.
  • Primerica made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1134 holding.
  • Sterling Capital Management first reported a position in Primerica in Q1 2014 and has held it in 21 quarters since.
  • Sterling Capital Management's Primerica position peaked at $1.8M in Q4 2014.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.