Vanguard National Trust’s Primerica PRI Stock Holding History

Vanguard National Trust’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	–	Sell	-401	Closed	-$100K	–	814
2026 Q1	$100K	Buy	+401	New	+$103K	0.01%	322

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

Vanguard National Trust's PRI Position: Q2 2026 in Review

Vanguard National Trust sold out of Primerica (PRI) in Q2 2026, closing a stake of 401 shares — an estimated $100K sold.

Vanguard National Trust first reported a position in PRI in Q1 2026 and held it in 1 quarter. The position peaked at $100K in Q1 2026. 519 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Vanguard National Trust reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Vanguard National Trust sold 401 Primerica shares in Q2 2026, an estimated $100K.
Vanguard National Trust first reported a position in Primerica in Q1 2026 and held it in 1 quarter.
Vanguard National Trust's Primerica position peaked at $100K in Q1 2026.
519 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vanguard National Trust's 13F filing for Q2 2026, filed 13 Aug 2026.