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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
Q2 		$2.55M Sell
8,975
-79
-0.9% -$21.6K 0.03% 643
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

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 $3.38T AUM 44.17% 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

Atria Investments's PRI Position: Q2 2026 in Review

Atria Investments reduced its Primerica (PRI) stake by 0.87% in Q2 2026, selling an estimated $21.6K and leaving 8,975 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #643.

Atria Investments first reported a position in PRI in Q2 2018 and has held it in 14 quarters since. The position peaked at $3.46M in Q2 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Atria Investments held 8,975 shares of Primerica worth $2.55M as of Q2 2026.
  • Atria Investments sold 79 Primerica shares in Q2 2026, an estimated $21.6K.
  • Primerica made up 0.03% of Atria Investments's portfolio in Q2 2026, its #643 holding.
  • Atria Investments first reported a position in Primerica in Q2 2018 and has held it in 14 quarters since.
  • Atria Investments's Primerica position peaked at $3.46M in Q2 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.