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Atria Investments’s Primerica PRI Stock Holding History

Atria Investments’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
Q1 		$2.27M Sell
9,054
-91
-1% -$23.5K 0.03% 654
2025
Q4 		$2.36M Sell
9,145
-604
-6% -$158K 0.03% 654
2025
Q3 		$2.71M Sell
9,749
-2,901
-23% -$779K 0.03% 599
2025
Q2 		$3.46M Buy
12,650
+2,740
+28% +$726K 0.04% 522
2025
Q1 		$2.82M Buy
9,910
+175
+2% +$49.9K 0.04% 568
2024
Q4 		$2.64M Buy
9,735
+785
+9% +$223K 0.03% 578
2024
Q3 		$2.37M Buy
8,950
+662
+8% +$167K 0.03% 605
2024
Q2 		$1.96M Buy
+8,288
New +$1.88M 0.03% 652
2020
Q2 		– Sell
-6,466
Closed -$572K – 709
2020
Q1 		$572K Buy
6,466
+742
+13% +$84.8K 0.04% 324
2019
Q4 		$747K Buy
5,724
+3,861
+207% +$499K 0.02% 639
2019
Q3 		$237K Buy
+1,863
New +$225K 0.01% 794
2018
Q4 		– Sell
-2,417
Closed -$291K – 988
2018
Q3 		$291K Buy
2,417
+298
+14% +$34.6K 0.01% 778
2018
Q2 		$211K Buy
+2,119
New +$207K 0.01% 896

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return