VIP
PRI icon

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
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

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's PRI Position: Q2 2026 in Review

Vista Investment Partners increased its Primerica (PRI) stake by 42% in Q2 2026, buying an estimated $1.24M and bringing the position to 15,412 shares worth $4.38M. The position accounts for 1.1% of the portfolio, ranked #35.

Vista Investment Partners first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vista Investment Partners held 15,412 shares of Primerica worth $4.38M as of Q2 2026.
  • Vista Investment Partners bought 4,542 Primerica shares in Q2 2026, an estimated $1.24M.
  • Primerica made up 1.1% of Vista Investment Partners's portfolio in Q2 2026, its #35 holding.
  • Vista Investment Partners first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.