Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Primerica PRI Stock Holding History

Sumitomo Mitsui Trust Group’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 		$324K Buy
1,140
+90
+9% +$24.6K ﹤0.01% 1028
2026
Q1 		$263K Buy
+1,050
New +$271K ﹤0.01% 1013
2023
Q4 		– Sell
-6,888
Closed -$1.34M – 1143
2023
Q3 		$1.34M Buy
+6,888
New +$1.41M ﹤0.01% 953

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

Sumitomo Mitsui Trust Group's PRI Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Primerica (PRI) stake by 8.6% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,140 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Sumitomo Mitsui Trust Group first reported a position in PRI in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.34M in Q3 2023. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,140 shares of Primerica worth $324K as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 90 Primerica shares in Q2 2026, an estimated $24.6K.
  • Primerica made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #1028 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Primerica in Q3 2023 and has held it in 3 quarters since.
  • Sumitomo Mitsui Trust Group's Primerica position peaked at $1.34M in Q3 2023.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.