United Community Bank’s Primerica PRI Stock Holding History

United Community 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	$170K	Hold	599	–	–	0.05%	217
2026 Q1	$150K	Buy	599 +45	+8%	+$11.6K	0.05%	230
2025 Q4	$143K	Sell	554 -305	-36%	-$79.6K	0.05%	197
2025 Q3	$238K	Buy	859 +144	+20%	+$38.7K	0.07%	195
2025 Q2	$196K	Buy	715 +5	+0.7%	+$1.32K	0.07%	193
2025 Q1	$202K	Sell	710 -5	-0.7%	-$1.43K	0.08%	184
2024 Q4	$194K	Sell	715 -5	-0.7%	-$1.42K	0.08%	180
2024 Q3	$191K	Sell	720 -55	-7%	-$13.9K	0.07%	186
2024 Q2	$183K	Sell	775 -10	-1%	-$2.27K	0.07%	193
2024 Q1	$199K	Sell	785 -19	-2%	-$4.49K	0.08%	180
2023 Q4	$165K	Hold	804	–	–	0.07%	199
2023 Q3	$156K	Hold	804	–	–	0.08%	174
2023 Q2	$159K	Sell	804 -5	-0.6%	-$918	0.14%	99
2023 Q1	$139K	Hold	809	–	–	0.13%	99
2022 Q4	$115K	Hold	809	–	–	0.11%	112
2022 Q3	$99.9K	Sell	809 -5	-0.6%	-$634	0.1%	114
2022 Q2	$97.4K	Buy	814 +70	+9%	+$8.8K	0.1%	113
2022 Q1	$102K	Hold	744	–	–	0.1%	114
2021 Q4	$114K	Buy	+744	New	+$118K	0.11%	109

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

United Community Bank's PRI Position: Q2 2026 in Review

United Community Bank held its Primerica (PRI) position steady in Q2 2026 at 599 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #217.

United Community Bank first reported a position in PRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $238K in Q3 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

United Community Bank held 599 shares of Primerica worth $170K as of Q2 2026.
United Community Bank left its Primerica share count unchanged in Q2 2026.
Primerica made up 0.05% of United Community Bank's portfolio in Q2 2026, its #217 holding.
United Community Bank first reported a position in Primerica in Q4 2021 and has held it in 19 quarters since.
United Community Bank's Primerica position peaked at $238K in Q3 2025.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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