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UMB Bank’s Primerica PRI Stock Holding History

UMB Bank’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 		$140K Buy
493
+55
+13% +$15K ﹤0.01% 890
2026
Q1 		$110K Sell
438
-30
-6% -$7.74K ﹤0.01% 939
2025
Q4 		$121K Buy
468
+24
+5% +$6.26K ﹤0.01% 862
2025
Q3 		$123K Buy
444
+15
+3% +$4.03K ﹤0.01% 777
2025
Q2 		$117K Sell
429
-25
-6% -$6.63K ﹤0.01% 773
2025
Q1 		$129K Buy
454
+214
+89% +$61K ﹤0.01% 682
2024
Q4 		$65.1K Buy
240
+95
+66% +$26.9K ﹤0.01% 810
2024
Q3 		$38.4K Buy
145
+67
+86% +$16.9K ﹤0.01% 952
2024
Q2 		$18.5K Sell
78
-791
-91% -$179K ﹤0.01% 1091
2024
Q1 		$220K Sell
869
-621
-42% -$147K ﹤0.01% 549
2023
Q4 		$307K Sell
1,490
-24
-2% -$4.91K ﹤0.01% 490
2023
Q3 		$294K Hold
1,514
– – ﹤0.01% 487
2023
Q2 		$299K Hold
1,514
– – ﹤0.01% 497
2023
Q1 		$261K Hold
1,514
– – ﹤0.01% 517
2022
Q4 		$214K Sell
1,514
-90
-6% -$12.5K ﹤0.01% 569
2022
Q3 		$198K Hold
1,604
– – ﹤0.01% 606
2022
Q2 		$192K Sell
1,604
-4
-0.2% -$503 ﹤0.01% 635
2022
Q1 		$220K Hold
1,608
– – ﹤0.01% 637
2021
Q4 		$246K Buy
+1,608
New +$255K ﹤0.01% 626

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

UMB Bank's PRI Position: Q2 2026 in Review

UMB Bank increased its Primerica (PRI) stake by 13% in Q2 2026, buying an estimated $15K and bringing the position to 493 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

UMB Bank first reported a position in PRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $307K in Q4 2023. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • UMB Bank held 493 shares of Primerica worth $140K as of Q2 2026.
  • UMB Bank bought 55 Primerica shares in Q2 2026, an estimated $15K.
  • Primerica made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #890 holding.
  • UMB Bank first reported a position in Primerica in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Primerica position peaked at $307K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.