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

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

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. 526 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.
  • 526 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.