AA
PRI icon

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
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return