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Vise Technologies’s Primerica PRI Stock Holding History

Vise Technologies’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 		$1.52M Buy
5,365
+310
+6% +$84.8K 0.02% 623
2026
Q1 		$1.31M Hold
5,055
– – 0.03% 501
2025
Q4 		$1.31M Buy
5,055
+574
+13% +$150K 0.03% 502
2025
Q3 		$1.24M Sell
4,481
-804
-15% -$216K 0.05% 376
2025
Q2 		$1.45M Buy
+5,285
New +$1.4M 0.06% 341
2024
Q4 		$368K Buy
+1,354
New +$384K 0.03% 521

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

Vise Technologies's PRI Position: Q2 2026 in Review

Vise Technologies increased its Primerica (PRI) stake by 6.1% in Q2 2026, buying an estimated $84.8K and bringing the position to 5,365 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #623.

Vise Technologies first reported a position in PRI in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vise Technologies held 5,365 shares of Primerica worth $1.52M as of Q2 2026.
  • Vise Technologies bought 310 Primerica shares in Q2 2026, an estimated $84.8K.
  • Primerica made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #623 holding.
  • Vise Technologies first reported a position in Primerica in Q4 2024 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.