X-Square Capital’s Primerica PRI Stock Holding History

X-Square Capital’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	$209K	Buy	+735	New	+$201K	0.05%	167
2025 Q4	–	Sell	-735	Closed	-$204K	–	168
2025 Q3	$204K	Hold	735	–	–	0.06%	153
2025 Q2	$201K	Hold	735	–	–	0.07%	150
2025 Q1	$209K	Buy	+735	New	+$209K	0.09%	143
2023 Q1	–	Sell	-1,451	Closed	-$206K	–	161
2022 Q4	$206K	Buy	+1,451	New	+$202K	0.12%	139
2022 Q1	–	Sell	-1,384	Closed	-$212K	–	163
2021 Q4	$212K	Hold	1,384	–	–	0.11%	137
2021 Q3	$213K	Buy	+1,384	New	+$206K	0.11%	139

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

X-Square Capital's PRI Position: Q2 2026 in Review

X-Square Capital opened a new position in Primerica (PRI) in Q2 2026: 735 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings. This is a return to the name: X-Square Capital previously reported a position in PRI as recently as Q3 2025.

X-Square Capital first reported a position in PRI in Q3 2021 and has held it in 7 quarters since. The position peaked at $213K in Q3 2021. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

X-Square Capital held 735 shares of Primerica worth $209K as of Q2 2026.
Primerica was a new X-Square Capital position in Q2 2026.
Primerica made up 0.05% of X-Square Capital's portfolio in Q2 2026, its #167 holding.
X-Square Capital first reported a position in Primerica in Q3 2021 and has held it in 7 quarters since.
X-Square Capital's Primerica position peaked at $213K in Q3 2021.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on X-Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.