Atlas Capital Advisors’s Primerica PRI Stock Holding History

Atlas 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	$187K	Hold	659	–	–	0.02%	481
2026 Q1	$165K	Hold	659	–	–	0.02%	451
2025 Q4	$170K	Buy	+659	New	+$172K	0.02%	445
2025 Q2	$180K	Hold	659	–	–	0.02%	427
2025 Q1	$188K	Hold	659	–	–	0.02%	415
2024 Q4	$179K	Hold	659	–	–	0.02%	412
2024 Q3	$175K	Buy	659 +186	+39%	+$47K	0.03%	399
2024 Q2	$112K	Sell	473 -186	-28%	-$42.2K	0.01%	482
2024 Q1	$167K	Hold	659	–	–	0.03%	397
2023 Q4	$136K	Hold	659	–	–	0.02%	444
2023 Q3	$128K	Hold	659	–	–	0.02%	417
2023 Q2	$130K	Hold	659	–	–	0.02%	434
2023 Q1	$114K	Buy	+659	New	+$108K	0.02%	447
2021 Q1	–	Sell	-3,460	Closed	-$463K	–	821
2020 Q4	$463K	Buy	+3,460	New	+$435K	0.1%	191

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

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

Atlas Capital Advisors held its Primerica (PRI) position steady in Q2 2026 at 659 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #481.

Atlas Capital Advisors first reported a position in PRI in Q4 2020 and has held it in 14 quarters since. The position peaked at $463K in Q4 2020. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Atlas Capital Advisors held 659 shares of Primerica worth $187K as of Q2 2026.
Atlas Capital Advisors left its Primerica share count unchanged in Q2 2026.
Primerica made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #481 holding.
Atlas Capital Advisors first reported a position in Primerica in Q4 2020 and has held it in 14 quarters since.
Atlas Capital Advisors's Primerica position peaked at $463K in Q4 2020.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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