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Allworth Financial’s Primerica PRI Stock Holding History

Allworth 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
Q2 		$114K Buy
401
+34
+9% +$9.3K ﹤0.01% 1862
2026
Q1 		$91.9K Buy
367
+48
+15% +$12.4K ﹤0.01% 1885
2025
Q4 		$82.4K Sell
319
-141
-31% -$36.8K ﹤0.01% 1869
2025
Q3 		$128K Buy
460
+145
+46% +$38.9K ﹤0.01% 1532
2025
Q2 		$86.2K Sell
315
-8
-2% -$2.12K ﹤0.01% 1626
2025
Q1 		$85.1K Sell
323
-8
-2% -$2.28K ﹤0.01% 1311
2024
Q4 		$97K Buy
331
+71
+27% +$20.1K ﹤0.01% 1280
2024
Q3 		$68.9K Buy
260
+6
+2% +$1.51K ﹤0.01% 1254
2024
Q2 		$63.1K Sell
254
-9
-3% -$2.04K ﹤0.01% 1273
2024
Q1 		$66.5K Buy
263
+194
+281% +$45.9K ﹤0.01% 1181
2023
Q4 		$14.2K Buy
69
+27
+64% +$5.52K ﹤0.01% 1836
2023
Q3 		$8.15K Buy
42
+22
+110% +$4.5K ﹤0.01% 1914
2023
Q2 		$3.96K Hold
20
– – ﹤0.01% 2207
2023
Q1 		$3.44K Buy
20
+9
+82% +$1.48K ﹤0.01% 2189
2022
Q4 		$1.56K Buy
11
+1
+10% +$139 ﹤0.01% 2326
2022
Q3 		$1K Buy
+10
New +$1.27K ﹤0.01% 2467
2022
Q2 		– Sell
-2
Closed – – 2715
2022
Q1 		$0 Buy
+2
New +$284 ﹤0.01% 2318

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Allworth Financial's PRI Position: Q2 2026 in Review

Allworth Financial increased its Primerica (PRI) stake by 9.3% in Q2 2026, buying an estimated $9.3K and bringing the position to 401 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Allworth Financial first reported a position in PRI in Q1 2022 and has held it in 17 quarters since. The position peaked at $128K in Q3 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Allworth Financial held 401 shares of Primerica worth $114K as of Q2 2026.
  • Allworth Financial bought 34 Primerica shares in Q2 2026, an estimated $9.3K.
  • Primerica made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1862 holding.
  • Allworth Financial first reported a position in Primerica in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Primerica position peaked at $128K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.