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ALPS Advisors’s Primerica PRI Stock Holding History

ALPS Advisors’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 		$17.5M Sell
61,605
-4,821
-7% -$1.32M 0.08% 142
2026
Q1 		$16.6M Sell
66,426
-3,230
-5% -$833K 0.08% 146
2025
Q4 		$18M Sell
69,656
-4,280
-6% -$1.12M 0.1% 135
2025
Q3 		$20.5M Buy
+73,936
New +$19.8M 0.11% 122
2024
Q3 		– Sell
-49,964
Closed -$11.8M – 1107
2024
Q2 		$11.8M Buy
49,964
+6,934
+16% +$1.57M 0.08% 134
2024
Q1 		$10.9M Buy
43,030
+6,480
+18% +$1.53M 0.08% 143
2023
Q4 		$7.52M Buy
36,550
+5,120
+16% +$1.05M 0.06% 170
2023
Q3 		$6.1M Buy
+31,430
New +$6.44M 0.05% 179
2021
Q1 		– Sell
-2,147
Closed -$288K – 940
2020
Q4 		$288K Sell
2,147
-65
-3% -$8.17K ﹤0.01% 740
2020
Q3 		$250K Buy
+2,212
New +$269K ﹤0.01% 778
2019
Q1 		– Sell
-3,943
Closed -$385K – 987
2018
Q4 		$385K Sell
3,943
-166
-4% -$18.5K ﹤0.01% 634
2018
Q3 		$495K Sell
4,109
-393
-9% -$45.6K ﹤0.01% 627
2018
Q2 		$448K Sell
4,502
-212
-4% -$20.7K ﹤0.01% 689
2018
Q1 		$455K Buy
+4,714
New +$473K ﹤0.01% 688
2017
Q1 		– Sell
-8,831
Closed -$611K – 813
2016
Q4 		$611K Buy
8,831
+62
+0.7% +$3.94K ﹤0.01% 269
2016
Q3 		$465K Buy
+8,769
New +$484K ﹤0.01% 304

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

ALPS Advisors's PRI Position: Q2 2026 in Review

ALPS Advisors reduced its Primerica (PRI) stake by 7.3% in Q2 2026, selling an estimated $1.32M and leaving 61,605 shares worth $17.5M. The position accounts for 0.08% of the portfolio, ranked #142.

ALPS Advisors first reported a position in PRI in Q3 2016 and has held it in 16 quarters since. The position peaked at $20.5M in Q3 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • ALPS Advisors held 61,605 shares of Primerica worth $17.5M as of Q2 2026.
  • ALPS Advisors sold 4,821 Primerica shares in Q2 2026, an estimated $1.32M.
  • Primerica made up 0.08% of ALPS Advisors's portfolio in Q2 2026, its #142 holding.
  • ALPS Advisors first reported a position in Primerica in Q3 2016 and has held it in 16 quarters since.
  • ALPS Advisors's Primerica position peaked at $20.5M in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.