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Advisornet Financial’s Primerica PRI Stock Holding History

Advisornet Financial’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 		– Sell
-30
Closed -$7.75K – 2339
2025
Q4 		$7.75K Sell
30
-154
-84% -$40.2K ﹤0.01% 1625
2025
Q3 		$51.1K Buy
184
+36
+24% +$9.66K ﹤0.01% 1019
2025
Q2 		$40.5K Buy
148
+77
+108% +$20.4K ﹤0.01% 1066
2025
Q1 		$20.2K Buy
+71
New +$20.2K ﹤0.01% 1185
2024
Q4 		– Sell
-5
Closed -$1.33K – 2203
2024
Q3 		$1.33K Hold
5
– – ﹤0.01% 1864
2024
Q2 		$1.18K Hold
5
– – ﹤0.01% 1766
2024
Q1 		$1.26K Buy
+5
New +$1.18K ﹤0.01% 1702
2023
Q2 		– Sell
-13
Closed -$2.24K – 2467
2023
Q1 		$2.24K Buy
13
+2
+18% +$328 ﹤0.01% 1674
2022
Q4 		$1.56K Buy
+11
New +$1.53K ﹤0.01% 1720
2022
Q1 		– Sell
-5
Closed -$1K – 2162
2021
Q4 		$1K Buy
+5
New +$793 ﹤0.01% 1960
2021
Q3 		– Sell
-433
Closed -$66K – 1978
2021
Q2 		$66K Hold
433
– – ﹤0.01% 906
2021
Q1 		$64K Hold
433
– – ﹤0.01% 873
2020
Q4 		$58K Hold
433
– – ﹤0.01% 836
2020
Q3 		$49K Hold
433
– – ﹤0.01% 854
2020
Q2 		$50K Hold
433
– – ﹤0.01% 859
2020
Q1 		$38K Hold
433
– – ﹤0.01% 886
2019
Q4 		$57K Hold
433
– – ﹤0.01% 852
2019
Q3 		$55K Hold
433
– – 0.01% 866
2019
Q2 		$52K Hold
433
– – 0.01% 795
2019
Q1 		$53K Hold
433
– – 0.01% 720
2018
Q4 		$42K Sell
433
-74
-15% -$8.23K 0.01% 726
2018
Q3 		$61K Sell
507
-15
-3% -$1.74K 0.01% 671
2018
Q2 		$52K Sell
522
-542
-51% -$53K 0.01% 687
2018
Q1 		$103K Hold
1,064
– – 0.01% 524
2017
Q4 		$108K Buy
+1,064
New +$101K 0.02% 464

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Advisornet Financial's PRI Position: Q1 2026 in Review

Advisornet Financial sold out of Primerica (PRI) in Q1 2026, closing a stake of 30 shares — an estimated $7.75K sold.

Advisornet Financial first reported a position in PRI in Q4 2017 and held it in 25 quarters. The position peaked at $108K in Q4 2017. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Advisornet Financial reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 30 Primerica shares in Q1 2026, an estimated $7.75K.
  • Advisornet Financial first reported a position in Primerica in Q4 2017 and held it in 25 quarters.
  • Advisornet Financial's Primerica position peaked at $108K in Q4 2017.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.