Ancora Advisors’s Primerica PRI Stock Holding History

Ancora 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	–	Sell	-296	Closed	-$74.1K	–	2286
2026 Q1	$74.1K	Buy	296 +124	+72%	+$32K	﹤0.01%	1004
2025 Q4	$44.4K	Buy	+172	New	+$44.9K	﹤0.01%	1186

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

Ancora Advisors's PRI Position: Q2 2026 in Review

Ancora Advisors sold out of Primerica (PRI) in Q2 2026, closing a stake of 296 shares — an estimated $74.1K sold.

Ancora Advisors first reported a position in PRI in Q4 2025 and held it in 2 quarters. The position peaked at $74.1K in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Ancora Advisors reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 296 Primerica shares in Q2 2026, an estimated $74.1K.
Ancora Advisors first reported a position in Primerica in Q4 2025 and held it in 2 quarters.
Ancora Advisors's Primerica position peaked at $74.1K in Q1 2026.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.