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Tidal Investments’s Primerica PRI Stock Holding History

Tidal Investments’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 		$1.22M Sell
4,306
-2,198
-34% -$601K ﹤0.01% 1637
2026
Q1 		$1.63M Buy
6,504
+492
+8% +$127K ﹤0.01% 1222
2025
Q4 		$1.55M Buy
6,012
+472
+9% +$123K ﹤0.01% 1057
2025
Q3 		$1.54M Buy
5,540
+66
+1% +$17.7K ﹤0.01% 1021
2025
Q2 		$1.5M Sell
5,474
-149
-3% -$39.5K 0.01% 848
2025
Q1 		$1.6M Sell
5,623
-244
-4% -$69.5K 0.01% 788
2024
Q4 		$1.59M Buy
5,867
+1,737
+42% +$492K 0.01% 795
2024
Q3 		$1.1M Sell
4,130
-1,192
-22% -$301K 0.01% 939
2024
Q2 		$1.26M Buy
5,322
+3,718
+232% +$843K 0.02% 777
2024
Q1 		$406K Sell
1,604
-474
-23% -$112K 0.01% 1273
2023
Q4 		$428K Buy
+2,078
New +$425K 0.01% 1010
2023
Q2 		– Sell
-1,964
Closed -$338K – 1375
2023
Q1 		$338K Buy
+1,964
New +$322K 0.01% 946

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

Tidal Investments's PRI Position: Q2 2026 in Review

Tidal Investments reduced its Primerica (PRI) stake by 34% in Q2 2026, selling an estimated $601K and leaving 4,306 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Tidal Investments first reported a position in PRI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q1 2026. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Tidal Investments held 4,306 shares of Primerica worth $1.22M as of Q2 2026.
  • Tidal Investments sold 2,198 Primerica shares in Q2 2026, an estimated $601K.
  • Primerica made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1637 holding.
  • Tidal Investments first reported a position in Primerica in Q1 2023 and has held it in 12 quarters since.
  • Tidal Investments's Primerica position peaked at $1.63M in Q1 2026.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.