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TD Private Client Wealth’s Primerica PRI Stock Holding History

TD Private Client 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 		$179K Buy
629
+116
+23% +$31.7K ﹤0.01% 687
2026
Q1 		$128K Sell
513
-3
-0.6% -$774 ﹤0.01% 723
2025
Q4 		$133K Hold
516
– – ﹤0.01% 725
2025
Q3 		$143K Buy
516
+83
+19% +$22.3K ﹤0.01% 707
2025
Q2 		$118K Buy
433
+12
+3% +$3.18K ﹤0.01% 716
2025
Q1 		$120K Buy
421
+56
+15% +$16K ﹤0.01% 682
2024
Q4 		$99.1K Hold
365
– – ﹤0.01% 714
2024
Q3 		$96.8K Buy
365
+126
+53% +$31.8K ﹤0.01% 719
2024
Q2 		$56.5K Sell
239
-61
-20% -$13.8K ﹤0.01% 782
2024
Q1 		$75.9K Buy
300
+61
+26% +$14.4K ﹤0.01% 742
2023
Q4 		$49.2K Buy
239
+13
+6% +$2.66K ﹤0.01% 820
2023
Q3 		$43.8K Buy
226
+43
+23% +$8.8K ﹤0.01% 790
2023
Q2 		$36.2K Hold
183
– – ﹤0.01% 847
2023
Q1 		$31.5K Sell
183
-166
-48% -$27.2K ﹤0.01% 863
2022
Q4 		$49.5K Sell
349
-39
-10% -$5.43K ﹤0.01% 749
2022
Q3 		$47.9K Sell
388
-73
-16% -$9.25K ﹤0.01% 737
2022
Q2 		$55.2K Sell
461
-107
-19% -$13.5K ﹤0.01% 712
2022
Q1 		$77.7K Buy
568
+433
+321% +$61.5K ﹤0.01% 686
2021
Q4 		$20.7K Sell
135
-4
-3% -$634 ﹤0.01% 852
2021
Q3 		$21.4K Hold
139
– – ﹤0.01% 843
2021
Q2 		$21.3K Hold
139
– – ﹤0.01% 846
2021
Q1 		$20.5K Sell
139
-12
-8% -$1.72K ﹤0.01% 824
2020
Q4 		$20.2K Sell
151
-8,127
-98% -$1.02M ﹤0.01% 773
2020
Q3 		$937K Sell
8,278
-181
-2% -$22K 0.05% 298
2020
Q2 		$986K Buy
8,459
+916
+12% +$97.4K 0.06% 281
2020
Q1 		$667K Buy
7,543
+258
+4% +$29.5K 0.05% 287
2019
Q4 		$951K Buy
+7,285
New +$941K 0.06% 276

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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 Private Client Wealth's PRI Position: Q2 2026 in Review

TD Private Client Wealth increased its Primerica (PRI) stake by 23% in Q2 2026, buying an estimated $31.7K and bringing the position to 629 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

TD Private Client Wealth first reported a position in PRI in Q4 2019 and has held it in 27 quarters since. The position peaked at $986K in Q2 2020. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • TD Private Client Wealth held 629 shares of Primerica worth $179K as of Q2 2026.
  • TD Private Client Wealth bought 116 Primerica shares in Q2 2026, an estimated $31.7K.
  • Primerica made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #687 holding.
  • TD Private Client Wealth first reported a position in Primerica in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Primerica position peaked at $986K in Q2 2020.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.