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Vest Financial’s Primerica PRI Stock Holding History

Vest Financial’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 		$7.89M Buy
27,770
+1,398
+5% +$382K 0.08% 191
2026
Q1 		$6.61M Buy
26,372
+4,506
+21% +$1.16M 0.08% 203
2025
Q4 		$5.65M Buy
21,866
+3,226
+17% +$842K 0.07% 203
2025
Q3 		$5.17M Buy
18,640
+3,470
+23% +$932K 0.07% 188
2025
Q2 		$4.15M Buy
15,170
+2,920
+24% +$774K 0.06% 186
2025
Q1 		$3.49M Buy
+12,250
New +$3.49M 0.05% 158

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

Vest Financial's PRI Position: Q2 2026 in Review

Vest Financial increased its Primerica (PRI) stake by 5.3% in Q2 2026, buying an estimated $382K and bringing the position to 27,770 shares worth $7.89M. The position accounts for 0.08% of the portfolio, ranked #191.

Vest Financial first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vest Financial held 27,770 shares of Primerica worth $7.89M as of Q2 2026.
  • Vest Financial bought 1,398 Primerica shares in Q2 2026, an estimated $382K.
  • Primerica made up 0.08% of Vest Financial's portfolio in Q2 2026, its #191 holding.
  • Vest Financial first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.