VIPI
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Vista Investment Partners II’s Primerica PRI Stock Holding History

Vista Investment Partners II’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 		$2.56M Buy
9,009
+2,492
+38% +$682K 1% 36
2026
Q1 		$1.63M Sell
6,517
-5
-0.1% -$1.29K 0.73% 50
2025
Q4 		$1.69M Buy
+6,522
New +$1.7M 0.73% 52

Other funds holding PRI

PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vista Investment Partners II's PRI Position: Q2 2026 in Review

Vista Investment Partners II increased its Primerica (PRI) stake by 38% in Q2 2026, buying an estimated $682K and bringing the position to 9,009 shares worth $2.56M. The position accounts for 1% of the portfolio, ranked #36.

Vista Investment Partners II first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vista Investment Partners II held 9,009 shares of Primerica worth $2.56M as of Q2 2026.
  • Vista Investment Partners II bought 2,492 Primerica shares in Q2 2026, an estimated $682K.
  • Primerica made up 1% of Vista Investment Partners II's portfolio in Q2 2026, its #36 holding.
  • Vista Investment Partners II first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.