WhitTier Trust Company’s Primerica PRI Stock Holding History

WhitTier Trust Company’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	$132K	Hold	435	–	–	﹤0.01%	563
2026 Q1	$110K	Hold	435	–	–	﹤0.01%	580
2025 Q4	$113K	Hold	435	–	–	﹤0.01%	564
2025 Q3	$121K	Hold	435	–	–	﹤0.01%	536
2025 Q2	$119K	Hold	435	–	–	﹤0.01%	595
2025 Q1	$124K	Hold	435	–	–	﹤0.01%	579
2024 Q4	$118K	Hold	435	–	–	﹤0.01%	578
2024 Q3	$115K	Buy	+435	New	+$110K	﹤0.01%	577
2023 Q1	–	Sell	-19	Closed	-$2.69K	–	1212
2022 Q4	$2.69K	Buy	+19	New	+$2.65K	﹤0.01%	1068

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WhitTier Trust Company's PRI Position: Q2 2026 in Review

WhitTier Trust Company held its Primerica (PRI) position steady in Q2 2026 at 435 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

WhitTier Trust Company first reported a position in PRI in Q4 2022 and has held it in 9 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

WhitTier Trust Company held 435 shares of Primerica worth $132K as of Q2 2026.
WhitTier Trust Company left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #563 holding.
WhitTier Trust Company first reported a position in Primerica in Q4 2022 and has held it in 9 quarters since.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.