WI
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WBI Investments’s Primerica PRI Stock Holding History

WBI Investments’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
Q1 		$2.65M Buy
10,593
+2,065
+24% +$533K 0.73% 24
2025
Q4 		$2.2M Buy
8,528
+7,335
+615% +$1.91M 0.57% 30
2025
Q3 		$331K Sell
1,193
-6,366
-84% -$1.71M 0.08% 245
2025
Q2 		$2.07M Sell
7,559
-2,529
-25% -$670K 0.54% 45
2025
Q1 		$2.87M Buy
+10,088
New +$2.87M 0.76% 28
2024
Q4 		– Sell
-6,355
Closed -$1.69M – 276
2024
Q3 		$1.69M Sell
6,355
-2,930
-32% -$740K 0.4% 71
2024
Q2 		$2.2M Buy
+9,285
New +$2.11M 0.53% 56
2021
Q4 		– Sell
-4,270
Closed -$613K – 222
2021
Q3 		$613K Buy
+4,270
New +$635K 0.1% 124
2021
Q2 		– Sell
-22,187
Closed -$3.28M – 229
2021
Q1 		$3.28M Buy
+22,187
New +$3.18M 0.52% 43
2019
Q4 		– Sell
-8,921
Closed -$1.14M – 244
2019
Q3 		$1.14M Buy
8,921
+4,423
+98% +$534K 0.11% 123
2019
Q2 		$540K Buy
+4,498
New +$557K 0.05% 185
2018
Q3 		– Sell
-41,554
Closed -$4.14M – 319
2018
Q2 		$4.14M Sell
41,554
-20,578
-33% -$2.01M 0.22% 79
2018
Q1 		$6M Buy
+62,132
New +$6.24M 0.31% 65
2017
Q2 		– Sell
-40,289
Closed -$3.31M – 351
2017
Q1 		$3.31M Buy
+40,289
New +$3.14M 0.15% 111
2016
Q4 		– Sell
-33,840
Closed -$1.79M – 370
2016
Q3 		$1.79M Buy
+33,840
New +$1.87M 0.07% 175
2016
Q1 		– Sell
-109,767
Closed -$5.18M – 206
2015
Q4 		$5.18M Buy
+109,767
New +$5.37M 0.15% 111

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WBI Investments's PRI Position: Q1 2026 in Review

WBI Investments increased its Primerica (PRI) stake by 24% in Q1 2026, buying an estimated $533K and bringing the position to 10,593 shares worth $2.65M. The position accounts for 0.73% of the portfolio, ranked #24.

WBI Investments first reported a position in PRI in Q4 2015 and has held it in 16 quarters since. The position peaked at $6M in Q1 2018. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • WBI Investments held 10,593 shares of Primerica worth $2.65M as of Q1 2026.
  • WBI Investments bought 2,065 Primerica shares in Q1 2026, an estimated $533K.
  • Primerica made up 0.73% of WBI Investments's portfolio in Q1 2026, its #24 holding.
  • WBI Investments first reported a position in Primerica in Q4 2015 and has held it in 16 quarters since.
  • WBI Investments's Primerica position peaked at $6M in Q1 2018.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.