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Arax Advisory Partners’s Primerica PRI Stock Holding History

Arax Advisory Partners’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 		$582K Buy
2,049
+1,707
+499% +$467K ﹤0.01% 1548
2026
Q1 		$89.8K Buy
342
+133
+64% +$34.3K ﹤0.01% 1442
2025
Q4 		$54K Sell
209
-2,081
-91% -$543K ﹤0.01% 1570
2025
Q3 		$636K Buy
2,290
+2,077
+975% +$558K 0.01% 816
2025
Q2 		$58.3K Buy
213
+57
+37% +$15.1K ﹤0.01% 1162
2025
Q1 		$44.4K Buy
156
+122
+359% +$34.8K ﹤0.01% 993
2024
Q4 		$9.23K Buy
34
+2
+6% +$567 ﹤0.01% 1515
2024
Q3 		$8.48K Buy
32
+18
+129% +$4.55K ﹤0.01% 1487
2024
Q2 		$3.31K Hold
14
– – ﹤0.01% 1782
2024
Q1 		$3.54K Hold
14
– – ﹤0.01% 964
2023
Q4 		$2.88K Hold
14
– – ﹤0.01% 973
2023
Q3 		$2.72K Sell
14
-7
-33% -$1.43K ﹤0.01% 969
2023
Q2 		$4.15K Sell
21
-11
-34% -$2.02K ﹤0.01% 904
2023
Q1 		$5.51K Sell
32
-1
-3% -$164 ﹤0.01% 820
2022
Q4 		$4.68K Hold
33
– – ﹤0.01% 815
2022
Q3 		$4K Buy
33
+5
+18% +$634 ﹤0.01% 868
2022
Q2 		$3K Buy
28
+17
+155% +$2.14K ﹤0.01% 906
2022
Q1 		$2K Sell
11
-4
-27% -$568 ﹤0.01% 958
2021
Q4 		$2K Hold
15
– – ﹤0.01% 916
2021
Q3 		$2K Buy
15
+7
+88% +$1.04K ﹤0.01% 855
2021
Q2 		$1K Buy
+8
New +$1.26K ﹤0.01% 894

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

Arax Advisory Partners's PRI Position: Q2 2026 in Review

Arax Advisory Partners increased its Primerica (PRI) stake by 499% in Q2 2026, buying an estimated $467K and bringing the position to 2,049 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Arax Advisory Partners first reported a position in PRI in Q2 2021 and has held it in 21 quarters since. The position peaked at $636K in Q3 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Arax Advisory Partners held 2,049 shares of Primerica worth $582K as of Q2 2026.
  • Arax Advisory Partners bought 1,707 Primerica shares in Q2 2026, an estimated $467K.
  • Primerica made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1548 holding.
  • Arax Advisory Partners first reported a position in Primerica in Q2 2021 and has held it in 21 quarters since.
  • Arax Advisory Partners's Primerica position peaked at $636K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.