Advisory Alpha’s Primerica PRI Stock Holding History

Advisory Alpha’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	$370K	Sell	1,300 -125	-9%	-$34.2K	0.01%	433
2026 Q1	$357K	Sell	1,425 -221	-13%	-$57K	0.01%	409
2025 Q4	$425K	Sell	1,646 -16	-1%	-$4.17K	0.01%	335
2025 Q3	$463K	Buy	1,662 +6	+0.4%	+$1.61K	0.01%	306
2025 Q2	$453K	Sell	1,656 -13	-0.8%	-$3.45K	0.01%	283
2025 Q1	$475K	Sell	1,669 -83	-5%	-$23.6K	0.02%	261
2024 Q4	$476K	Sell	1,752 -14	-0.8%	-$3.97K	0.02%	245
2024 Q3	$468K	Buy	1,766 +7	+0.4%	+$1.77K	0.02%	242
2024 Q2	$416K	Buy	1,759 +6	+0.3%	+$1.36K	0.02%	239
2024 Q1	$444K	Sell	1,753 -69	-4%	-$16.3K	0.02%	228
2023 Q4	$375K	Sell	1,822 -40	-2%	-$8.17K	0.02%	230
2023 Q3	$361K	Hold	1,862	–	–	0.02%	219
2023 Q2	$368K	Buy	+1,862	New	+$342K	0.02%	236

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

Advisory Alpha's PRI Position: Q2 2026 in Review

Advisory Alpha reduced its Primerica (PRI) stake by 8.8% in Q2 2026, selling an estimated $34.2K and leaving 1,300 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #433.

Advisory Alpha first reported a position in PRI in Q2 2023 and has held it in 13 quarters since. The position peaked at $476K in Q4 2024. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Advisory Alpha held 1,300 shares of Primerica worth $370K as of Q2 2026.
Advisory Alpha sold 125 Primerica shares in Q2 2026, an estimated $34.2K.
Primerica made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #433 holding.
Advisory Alpha first reported a position in Primerica in Q2 2023 and has held it in 13 quarters since.
Advisory Alpha's Primerica position peaked at $476K in Q4 2024.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.