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Vestmark Advisory Solutions’s Primerica PRI Stock Holding History

Vestmark Advisory Solutions’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 		$4.35M Buy
15,323
+26
+0.2% +$7.11K 0.04% 424
2026
Q1 		$3.83M Sell
15,297
-1,722
-10% -$444K 0.04% 411
2025
Q4 		$4.4M Sell
17,019
-932
-5% -$243K 0.06% 329
2025
Q3 		$4.98M Buy
17,951
+70
+0.4% +$18.8K 0.1% 216
2025
Q2 		$4.89M Sell
17,881
-20,797
-54% -$5.51M 0.07% 203
2025
Q1 		$11M Buy
38,678
+18,663
+93% +$5.32M 0.28% 74
2024
Q4 		$5.43M Sell
20,015
-47
-0.2% -$13.3K 0.19% 109
2024
Q3 		$5.32M Sell
20,062
-6
-0% -$1.51K 0.2% 105
2024
Q2 		$4.75M Buy
20,068
+9
+0% +$2.04K 0.2% 111
2024
Q1 		$5.07M Sell
20,059
-68
-0.3% -$16.1K 0.22% 110
2023
Q4 		$4.14M Sell
20,127
-1,294
-6% -$264K 0.21% 122
2023
Q3 		$4.16M Sell
21,421
-263
-1% -$53.9K 0.3% 74
2023
Q2 		$4.29M Sell
21,684
-126
-0.6% -$23.1K 0.16% 160
2023
Q1 		$3.76M Sell
21,810
-1,681
-7% -$276K 0.16% 169
2022
Q4 		$3.33M Buy
23,491
+97
+0.4% +$13.5K 0.16% 176
2022
Q3 		$2.89M Buy
23,394
+3,994
+21% +$506K 0.16% 172
2022
Q2 		$2.32M Buy
19,400
+5,691
+42% +$716K 0.13% 202
2022
Q1 		$1.88M Buy
13,709
+25
+0.2% +$3.55K 0.11% 254
2021
Q4 		$2.1M Buy
13,684
+17
+0.1% +$2.7K 0.12% 224
2021
Q3 		$2.1M Buy
13,667
+156
+1% +$23.2K 0.14% 185
2021
Q2 		$2.07M Buy
13,511
+1,427
+12% +$225K 0.15% 181
2021
Q1 		$1.79M Buy
+12,084
New +$1.73M 0.16% 179
2020
Q4 		– Sell
-8,776
Closed -$993K – 605
2020
Q3 		$993K Buy
8,776
+262
+3% +$31.8K 0.13% 206
2020
Q2 		$993K Buy
8,514
+684
+9% +$72.7K 0.15% 186
2020
Q1 		$693K Buy
+7,830
New +$895K 0.14% 203
2019
Q4 		– Sell
-7,021
Closed -$893K – 463
2019
Q3 		$893K Buy
7,021
+782
+13% +$94.4K 0.14% 200
2019
Q2 		$748K Buy
6,239
+359
+6% +$44.4K 0.13% 213
2019
Q1 		$718K Buy
+5,880
New +$677K 0.13% 219

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

Vestmark Advisory Solutions's PRI Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Primerica (PRI) stake by 0.17% in Q2 2026, buying an estimated $7.11K and bringing the position to 15,323 shares worth $4.35M. The position accounts for 0.04% of the portfolio, ranked #424.

Vestmark Advisory Solutions first reported a position in PRI in Q1 2019 and has held it in 28 quarters since. The position peaked at $11M in Q1 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vestmark Advisory Solutions held 15,323 shares of Primerica worth $4.35M as of Q2 2026.
  • Vestmark Advisory Solutions bought 26 Primerica shares in Q2 2026, an estimated $7.11K.
  • Primerica made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #424 holding.
  • Vestmark Advisory Solutions first reported a position in Primerica in Q1 2019 and has held it in 28 quarters since.
  • Vestmark Advisory Solutions's Primerica position peaked at $11M in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.