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Atria Wealth Solutions’s Primerica PRI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$345K Buy
1,259
+82
+7% +$21.7K 0.01% 1085
2025
Q1 		$335K Buy
1,177
+29
+3% +$8.26K ﹤0.01% 1407
2024
Q4 		$312K Buy
1,148
+338
+42% +$95.8K ﹤0.01% 1525
2024
Q3 		$215K Buy
+810
New +$205K ﹤0.01% 1743
2024
Q2 		– Sell
-795
Closed -$201K – 2035
2024
Q1 		$201K Sell
795
-614
-44% -$145K ﹤0.01% 1829
2023
Q4 		$290K Buy
1,409
+130
+10% +$26.6K ﹤0.01% 1527
2023
Q3 		$248K Buy
+1,279
New +$262K ﹤0.01% 1543

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return