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Aptus Capital Advisors’s Primerica PRI Stock Holding History

Aptus Capital 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 		$14.9M Buy
52,406
+301
+0.6% +$82.3K 0.1% 168
2026
Q1 		$13.1M Buy
52,105
+498
+1% +$128K 0.1% 175
2025
Q4 		$13.3M Buy
51,607
+168
+0.3% +$43.8K 0.1% 177
2025
Q3 		$14.3M Buy
51,439
+6,746
+15% +$1.81M 0.1% 162
2025
Q2 		$12.2M Buy
44,693
+3,914
+10% +$1.04M 0.1% 169
2025
Q1 		$11.6M Buy
40,779
+4,752
+13% +$1.35M 0.12% 161
2024
Q4 		$9.78M Buy
36,027
+6,682
+23% +$1.89M 0.1% 166
2024
Q3 		$7.78M Buy
29,345
+3,950
+16% +$998K 0.12% 162
2024
Q2 		$6.01M Buy
25,395
+5,023
+25% +$1.14M 0.11% 163
2024
Q1 		$5.15M Buy
20,372
+2,139
+12% +$506K 0.1% 179
2023
Q4 		$3.75M Sell
18,233
-208
-1% -$42.5K 0.1% 162
2023
Q3 		$3.58M Sell
18,441
-3,737
-17% -$765K 0.1% 163
2023
Q2 		$4.39M Buy
22,178
+4,095
+23% +$752K 0.11% 154
2023
Q1 		$3.11M Buy
18,083
+3,836
+27% +$629K 0.08% 176
2022
Q4 		$2.02M Buy
14,247
+1,519
+12% +$212K 0.06% 209
2022
Q3 		$1.57M Buy
12,728
+735
+6% +$93.2K 0.04% 222
2022
Q2 		$1.44M Buy
11,993
+441
+4% +$55.5K 0.04% 216
2022
Q1 		$1.58M Buy
11,552
+735
+7% +$104K 0.04% 221
2021
Q4 		$1.66M Buy
10,817
+2,058
+23% +$326K 0.05% 223
2021
Q3 		$1.35M Buy
8,759
+1,568
+22% +$233K 0.03% 219
2021
Q2 		$1.1M Buy
7,191
+1,078
+18% +$170K 0.03% 224
2021
Q1 		$904K Buy
6,113
+1,176
+24% +$169K 0.03% 222
2020
Q4 		$661K Buy
4,937
+784
+19% +$98.5K 0.03% 221
2020
Q3 		$470K Sell
4,153
-98
-2% -$11.9K 0.02% 231
2020
Q2 		$496K Buy
+4,251
New +$452K 0.03% 194

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

Aptus Capital Advisors's PRI Position: Q2 2026 in Review

Aptus Capital Advisors increased its Primerica (PRI) stake by 0.58% in Q2 2026, buying an estimated $82.3K and bringing the position to 52,406 shares worth $14.9M. The position accounts for 0.1% of the portfolio, ranked #168.

Aptus Capital Advisors first reported a position in PRI in Q2 2020 and has held it in 25 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Aptus Capital Advisors held 52,406 shares of Primerica worth $14.9M as of Q2 2026.
  • Aptus Capital Advisors bought 301 Primerica shares in Q2 2026, an estimated $82.3K.
  • Primerica made up 0.1% of Aptus Capital Advisors's portfolio in Q2 2026, its #168 holding.
  • Aptus Capital Advisors first reported a position in Primerica in Q2 2020 and has held it in 25 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.