Vest Financial
PRI icon

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
Q3 		$7.87M Buy
28,878
+1,108
+4% +$333K 0.08% 193
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Vest Financial's PRI Position: Q3 2026 in Review

Vest Financial increased its Primerica (PRI) stake by 4% in Q3 2026, buying an estimated $333K and bringing the position to 28,878 shares worth $7.87M. The position accounts for 0.08% of the portfolio, ranked #193.

Vest Financial first reported a position in PRI in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.89M in Q2 2026. 75 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Vest Financial held 28,878 shares of Primerica worth $7.87M as of Q3 2026.
  • Vest Financial bought 1,108 Primerica shares in Q3 2026, an estimated $333K.
  • Primerica made up 0.08% of Vest Financial's portfolio in Q3 2026, its #193 holding.
  • Vest Financial first reported a position in Primerica in Q1 2025 and has held it in 7 quarters since.
  • Vest Financial's Primerica position peaked at $7.89M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.