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Steve Schonfeld’s Primerica PRI Stock Holding History

Steve Schonfeld’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 		$5.79M Buy
20,367
+16,396
+413% +$4.49M 0.02% 587
2026
Q1 		$995K Sell
3,971
-32,442
-89% -$8.37M 0.01% 1095
2025
Q4 		$9.41M Buy
36,413
+14,423
+66% +$3.76M 0.04% 359
2025
Q3 		$6.1M Sell
21,990
-6,184
-22% -$1.66M 0.03% 520
2025
Q2 		$7.71M Buy
28,174
+10,968
+64% +$2.91M 0.05% 415
2025
Q1 		$4.9M Buy
17,206
+11,024
+178% +$3.14M 0.03% 532
2024
Q4 		$1.68M Buy
6,182
+3,490
+130% +$989K 0.01% 903
2024
Q3 		$714K Buy
2,692
+1,547
+135% +$391K ﹤0.01% 1284
2024
Q2 		$271K Sell
1,145
-4,717
-80% -$1.07M ﹤0.01% 1727
2024
Q1 		$1.48M Sell
5,862
-6,038
-51% -$1.43M 0.01% 1090
2023
Q4 		$2.45M Buy
+11,900
New +$2.43M 0.02% 735
2023
Q3 		– Sell
-1,369
Closed -$271K – 2186
2023
Q2 		$271K Sell
1,369
-5,731
-81% -$1.05M ﹤0.01% 1428
2023
Q1 		$1.22M Sell
7,100
-8,500
-54% -$1.39M 0.01% 873
2022
Q4 		$2.21M Buy
15,600
+3,363
+27% +$468K 0.02% 784
2022
Q3 		$1.51M Buy
12,237
+5,337
+77% +$677K 0.01% 1016
2022
Q2 		$826K Sell
6,900
-5,969
-46% -$751K 0.01% 1104
2022
Q1 		$1.76M Buy
+12,869
New +$1.83M 0.02% 784
2020
Q4 		– Sell
-3,089
Closed -$349K – 1818
2020
Q3 		$349K Buy
+3,089
New +$375K 0.01% 1042
2020
Q1 		– Sell
-6,018
Closed -$785K – 1440
2019
Q4 		$785K Buy
6,018
+2,832
+89% +$366K 0.02% 584
2019
Q3 		$406K Sell
3,186
-26,747
-89% -$3.23M 0.01% 704
2019
Q2 		$3.59M Buy
+29,933
New +$3.71M 0.13% 196
2019
Q1 		– Sell
-3,194
Closed -$312K – 1201
2018
Q4 		$312K Sell
3,194
-6,806
-68% -$757K 0.01% 814
2018
Q3 		$1.21M Buy
10,000
+7,600
+317% +$881K 0.05% 392
2018
Q2 		$239K Buy
+2,400
New +$235K 0.01% 668

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

Steve Schonfeld's PRI Position: Q2 2026 in Review

Steve Schonfeld increased its Primerica (PRI) stake by 413% in Q2 2026, buying an estimated $4.49M and bringing the position to 20,367 shares worth $5.79M. The position accounts for 0.02% of the portfolio, ranked #587.

Steve Schonfeld first reported a position in PRI in Q2 2018 and has held it in 24 quarters since. The position peaked at $9.41M in Q4 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Steve Schonfeld held 20,367 shares of Primerica worth $5.79M as of Q2 2026.
  • Steve Schonfeld bought 16,396 Primerica shares in Q2 2026, an estimated $4.49M.
  • Primerica made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #587 holding.
  • Steve Schonfeld first reported a position in Primerica in Q2 2018 and has held it in 24 quarters since.
  • Steve Schonfeld's Primerica position peaked at $9.41M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.