Wilmington Savings Fund Society’s Primerica PRI Stock Holding History

Wilmington Savings Fund Society’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	$165K	Sell	580 -4	-0.7%	-$1.09K	﹤0.01%	633
2026 Q1	$146K	Sell	584 -6	-1%	-$1.55K	﹤0.01%	660
2025 Q4	$152K	Sell	590 -8	-1%	-$2.09K	﹤0.01%	654
2025 Q3	$166K	Sell	598 -387	-39%	-$104K	﹤0.01%	625
2025 Q2	$270K	Sell	985 -4	-0.4%	-$1.06K	﹤0.01%	734
2025 Q1	$281K	Sell	989 -6	-0.6%	-$1.71K	0.01%	721
2024 Q4	$270K	Sell	995 -273	-22%	-$77.4K	﹤0.01%	734
2024 Q3	$336K	Buy	+1,268	New	+$320K	0.01%	668

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

Wilmington Savings Fund Society's PRI Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Primerica (PRI) stake by 0.68% in Q2 2026, selling an estimated $1.09K and leaving 580 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Wilmington Savings Fund Society first reported a position in PRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $336K in Q3 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Wilmington Savings Fund Society held 580 shares of Primerica worth $165K as of Q2 2026.
Wilmington Savings Fund Society sold 4 Primerica shares in Q2 2026, an estimated $1.09K.
Primerica made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #633 holding.
Wilmington Savings Fund Society first reported a position in Primerica in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Primerica position peaked at $336K in Q3 2024.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.