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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 $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's PRI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Primerica (PRI) stake by 7% in Q2 2025, buying an estimated $21.7K and bringing the position to 1,259 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1085.

Atria Wealth Solutions first reported a position in PRI in Q3 2023 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Atria Wealth Solutions held 1,259 shares of Primerica worth $345K as of Q2 2025.
  • Atria Wealth Solutions bought 82 Primerica shares in Q2 2025, an estimated $21.7K.
  • Primerica made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1085 holding.
  • Atria Wealth Solutions first reported a position in Primerica in Q3 2023 and has held it in 7 quarters since.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.