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SVB Wealth’s Primerica PRI Stock Holding History

SVB Wealth’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 		$1.67M Sell
5,889
-618
-9% -$169K 0.11% 153
2026
Q1 		$1.63M Sell
6,507
-2,165
-25% -$558K 0.11% 153
2025
Q4 		$2.24M Sell
8,672
-1,963
-18% -$512K 0.13% 138
2025
Q3 		$2.95M Sell
10,635
-2,534
-19% -$680K 0.16% 118
2025
Q2 		$3.6M Sell
13,169
-8,845
-40% -$2.34M 0.19% 105
2025
Q1 		$6.26M Sell
22,014
-17,419
-44% -$4.96M 0.26% 52
2024
Q4 		$10.7M Buy
+39,433
New +$11.2M 0.2% 76
2024
Q3 		– Sell
-48,607
Closed -$11.5M – 449
2024
Q2 		$11.5M Sell
48,607
-1,908
-4% -$433K 0.28% 87
2024
Q1 		$12.8M Sell
50,515
-5,029
-9% -$1.19M 0.28% 89
2023
Q4 		$11.4M Sell
55,544
-18,942
-25% -$3.87M 0.28% 93
2023
Q3 		$14.5M Sell
74,486
-7,821
-10% -$1.6M 0.32% 77
2023
Q2 		$16.3M Sell
82,307
-20,193
-20% -$3.71M 0.29% 77
2023
Q1 		$17.7M Sell
102,500
-48,470
-32% -$7.94M 0.25% 85
2022
Q4 		$21.4M Buy
150,970
+1,335
+0.9% +$186K 0.29% 71
2022
Q3 		$18.5M Sell
149,635
-7,926
-5% -$1M 0.27% 74
2022
Q2 		$18.9M Buy
157,561
+2,830
+2% +$356K 0.29% 69
2022
Q1 		$21.2M Buy
154,731
+19,359
+14% +$2.75M 0.28% 69
2021
Q4 		$20.7M Buy
135,372
+5,748
+4% +$911K 0.34% 70
2021
Q3 		$19.9M Buy
+129,624
New +$19.3M 0.26% 74

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 $3.38T AUM 44.17% 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

SVB Wealth's PRI Position: Q2 2026 in Review

SVB Wealth reduced its Primerica (PRI) stake by 9.5% in Q2 2026, selling an estimated $169K and leaving 5,889 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #153.

SVB Wealth first reported a position in PRI in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.4M in Q4 2022. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • SVB Wealth held 5,889 shares of Primerica worth $1.67M as of Q2 2026.
  • SVB Wealth sold 618 Primerica shares in Q2 2026, an estimated $169K.
  • Primerica made up 0.11% of SVB Wealth's portfolio in Q2 2026, its #153 holding.
  • SVB Wealth first reported a position in Primerica in Q3 2021 and has held it in 19 quarters since.
  • SVB Wealth's Primerica position peaked at $21.4M in Q4 2022.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.