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TD Capital Management’s Primerica PRI Stock Holding History

TD Capital 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 		$4.67K Hold
16
– – ﹤0.01% 543
2026
Q1 		$4.1K Hold
16
– – ﹤0.01% 582
2025
Q4 		$4.21K Hold
16
– – ﹤0.01% 540
2025
Q3 		$4.51K Hold
16
– – ﹤0.01% 504
2025
Q2 		$4.43K Hold
16
– – ﹤0.01% 510
2025
Q1 		$4.58K Hold
16
– – ﹤0.01% 398
2024
Q4 		$4.36K Buy
+16
New +$4.54K ﹤0.01% 369

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

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

TD Capital Management held its Primerica (PRI) position steady in Q2 2026 at 16 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

TD Capital Management first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • TD Capital Management held 16 shares of Primerica worth $4.67K as of Q2 2026.
  • TD Capital Management left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #543 holding.
  • TD Capital Management first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.