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Summit Securities Group’s Primerica PRI Stock Holding History

Summit Securities 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 		$176K Buy
+620
New +$170K 0.02% 292
2025
Q2 		– Sell
-224
Closed -$63.7K – 1352
2025
Q1 		$63.7K Buy
+224
New +$63.8K 0.01% 303

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

Summit Securities Group's PRI Position: Q2 2026 in Review

Summit Securities Group opened a new position in Primerica (PRI) in Q2 2026: 620 shares worth $176K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in PRI as recently as Q1 2025.

Summit Securities Group first reported a position in PRI in Q1 2025 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Summit Securities Group held 620 shares of Primerica worth $176K as of Q2 2026.
  • Primerica was a new Summit Securities Group position in Q2 2026.
  • Primerica made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #292 holding.
  • Summit Securities Group first reported a position in Primerica in Q1 2025 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.