Susquehanna Fundamental Investments’s Primerica PRI Stock Holding History

Susquehanna Fundamental Investments’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	$8M	Buy	28,162 +12,181	+76%	+$3.33M	0.15%	164
2026 Q1	$4M	Buy	+15,981	New	+$4.12M	0.15%	145
2025 Q3	–	Sell	-8,006	Closed	-$2.19M	–	719
2025 Q2	$2.19M	Sell	8,006 -9,542	-54%	-$2.53M	0.06%	319
2025 Q1	$4.99M	Buy	17,548 +1,948	+12%	+$555K	0.07%	323
2024 Q4	$4.23M	Buy	+15,600	New	+$4.42M	0.06%	361
2024 Q2	$3.51M	Buy	+14,855	New	+$3.37M	0.08%	294
2021 Q4	–	Sell	-7,976	Closed	-$1.23M	–	1704
2021 Q3	$1.23M	Sell	7,976 -7,059	-47%	-$1.05M	0.02%	780
2021 Q2	$2.3M	Buy	15,035 +1,200	+9%	+$189K	0.04%	555
2021 Q1	$2.04M	Sell	13,835 -4,534	-25%	-$650K	0.04%	639
2020 Q4	$2.46M	Buy	18,369 +9,069	+98%	+$1.14M	0.04%	562
2020 Q3	$1.05M	Buy	+9,300	New	+$1.13M	0.03%	626

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

Susquehanna Fundamental Investments's PRI Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Primerica (PRI) stake by 76% in Q2 2026, buying an estimated $3.33M and bringing the position to 28,162 shares worth $8M. The position accounts for 0.15% of the portfolio, ranked #164.

Susquehanna Fundamental Investments first reported a position in PRI in Q3 2020 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Susquehanna Fundamental Investments held 28,162 shares of Primerica worth $8M as of Q2 2026.
Susquehanna Fundamental Investments bought 12,181 Primerica shares in Q2 2026, an estimated $3.33M.
Primerica made up 0.15% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #164 holding.
Susquehanna Fundamental Investments first reported a position in Primerica in Q3 2020 and has held it in 11 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.