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Vista Investment Partners’s Primerica PRI Stock Holding History

Vista Investment Partners’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 		$4.46M Buy
16,360
+948
+6% +$285K 1.16% 31
2026
Q2 		$4.38M Buy
15,412
+4,542
+42% +$1.24M 1.1% 35
2026
Q1 		$2.72M Buy
10,870
+353
+3% +$91K 0.72% 51
2025
Q4 		$2.72M Buy
+10,517
New +$2.74M 0.71% 54

Other funds holding PRI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Vista Investment Partners's PRI Position: Q3 2026 in Review

Vista Investment Partners increased its Primerica (PRI) stake by 6.2% in Q3 2026, buying an estimated $285K and bringing the position to 16,360 shares worth $4.46M. The position accounts for 1.16% of the portfolio, ranked #31.

Vista Investment Partners first reported a position in PRI in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Vista Investment Partners held 16,360 shares of Primerica worth $4.46M as of Q3 2026.
  • Vista Investment Partners bought 948 Primerica shares in Q3 2026, an estimated $285K.
  • Primerica made up 1.16% of Vista Investment Partners's portfolio in Q3 2026, its #31 holding.
  • Vista Investment Partners first reported a position in Primerica in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.