Syon Capital’s Primerica PRI Stock Holding History

Syon Capital’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	$500K	Buy	1,760 +568	+48%	+$155K	0.02%	628
2026 Q1	$299K	Buy	1,192 +186	+18%	+$48K	0.02%	742
2025 Q4	$260K	Buy	+1,006	New	+$262K	0.01%	787

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

Syon Capital's PRI Position: Q2 2026 in Review

Syon Capital increased its Primerica (PRI) stake by 48% in Q2 2026, buying an estimated $155K and bringing the position to 1,760 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #628.

Syon Capital first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Syon Capital held 1,760 shares of Primerica worth $500K as of Q2 2026.
Syon Capital bought 568 Primerica shares in Q2 2026, an estimated $155K.
Primerica made up 0.02% of Syon Capital's portfolio in Q2 2026, its #628 holding.
Syon Capital first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.