TD Asset Management
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TD Asset Management’s Primerica PRI Stock Holding History

TD Asset Management’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 		– Sell
-7,380
Closed -$1.85M – 1298
2026
Q1 		$1.85M Buy
7,380
+161
+2% +$41.5K ﹤0.01% 984
2025
Q4 		$1.87M Buy
7,219
+557
+8% +$145K ﹤0.01% 1000
2025
Q3 		$1.85M Buy
6,662
+559
+9% +$150K ﹤0.01% 990
2025
Q2 		$1.67M Sell
6,103
-2,818
-32% -$747K ﹤0.01% 982
2025
Q1 		$2.54M Buy
8,921
+155
+2% +$44.2K ﹤0.01% 908
2024
Q4 		$2.38M Buy
+8,766
New +$2.49M ﹤0.01% 960
2024
Q2 		– Sell
-6,430
Closed -$1.63M – 1412
2024
Q1 		$1.63M Buy
+6,430
New +$1.52M ﹤0.01% 1071
2022
Q4 		– Sell
-75,718
Closed -$9.4M – 1487
2022
Q3 		$9.4M Sell
75,718
-9,834
-11% -$1.25M 0.01% 608
2022
Q2 		$10.2M Buy
85,552
+9,764
+13% +$1.23M 0.01% 602
2022
Q1 		$10.4M Buy
75,788
+9,836
+15% +$1.4M 0.01% 648
2021
Q4 		$10.1M Buy
65,952
+2,846
+5% +$451K 0.01% 680
2021
Q3 		$9.7M Buy
63,106
+287
+0.5% +$42.7K 0.01% 661
2021
Q2 		$9.19M Buy
62,819
+1,590
+3% +$251K 0.01% 668
2021
Q1 		$9.05M Buy
61,229
+11,731
+24% +$1.68M 0.01% 665
2020
Q4 		$6.63M Buy
+49,498
New +$6.22M 0.01% 715
2020
Q1 		– Sell
-3,402
Closed -$444K – 1420
2019
Q4 		$444K Sell
3,402
-245
-7% -$31.6K ﹤0.01% 1266
2019
Q3 		$464K Sell
3,647
-1,011
-22% -$122K ﹤0.01% 1188
2019
Q2 		$559K Sell
4,658
-551
-11% -$68.2K ﹤0.01% 1160
2019
Q1 		$636K Buy
5,209
+677
+15% +$78K ﹤0.01% 1140
2018
Q4 		$443K Buy
4,532
+110
+2% +$12.2K ﹤0.01% 1242
2018
Q3 		$533K Buy
4,422
+277
+7% +$32.1K ﹤0.01% 1273
2018
Q2 		$413K Buy
4,145
+1,409
+51% +$138K ﹤0.01% 1299
2018
Q1 		$264K Buy
2,736
+156
+6% +$15.7K ﹤0.01% 1293
2017
Q4 		$262K Buy
+2,580
New +$246K ﹤0.01% 1272
2017
Q2 		– Sell
-3,030
Closed -$249K – 1363
2017
Q1 		$249K Buy
3,030
+52
+2% +$4.05K ﹤0.01% 1350
2016
Q4 		$206K Buy
+2,978
New +$189K ﹤0.01% 1341

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TD Asset Management's PRI Position: Q2 2026 in Review

TD Asset Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 7,380 shares — an estimated $1.85M sold.

TD Asset Management first reported a position in PRI in Q4 2016 and held it in 26 quarters. The position peaked at $10.4M in Q1 2022. 409 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • TD Asset Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • TD Asset Management sold 7,380 Primerica shares in Q2 2026, an estimated $1.85M.
  • TD Asset Management first reported a position in Primerica in Q4 2016 and held it in 26 quarters.
  • TD Asset Management's Primerica position peaked at $10.4M in Q1 2022.
  • 409 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.