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Ameritas Advisory Services’s Primerica PRI Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-16
Closed -$4.38K – 2724
2025
Q2 		$4.38K Buy
+16
New +$4.24K ﹤0.01% 2268

Other funds holding PRI

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Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Ameritas Advisory Services's PRI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Primerica (PRI) in Q3 2025, closing a stake of 16 shares — an estimated $4.38K sold.

Ameritas Advisory Services first reported a position in PRI in Q2 2025 and held it in 1 quarter. The position peaked at $4.38K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 16 Primerica shares in Q3 2025, an estimated $4.38K.
  • Ameritas Advisory Services first reported a position in Primerica in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Primerica position peaked at $4.38K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.