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B. Riley Wealth Advisors’s Primerica PRI Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-785
Closed -$203K – 1066
2025
Q4 		$203K Buy
785
+31
+4% +$8.09K 0.01% 866
2025
Q3 		$209K Sell
754
-69
-8% -$18.5K 0.01% 880
2025
Q2 		$225K Buy
+823
New +$218K 0.01% 838
2024
Q4 		$233K Sell
858
-307
-26% -$87K 0.01% 968
2024
Q3 		$309K Sell
1,165
-544
-32% -$137K 0.01% 936
2024
Q2 		$404K Sell
1,709
-939
-35% -$213K 0.01% 905
2024
Q1 		$514K Buy
2,648
+940
+55% +$222K 0.01% 775
2023
Q4 		$352K Sell
1,708
-940
-35% -$192K 0.01% 981
2023
Q3 		$514K Buy
2,648
+490
+23% +$100K 0.01% 775
2023
Q2 		$427K Sell
2,158
-1,838
-46% -$338K 0.01% 935
2023
Q1 		$688K Buy
+3,996
New +$655K 0.02% 686
2022
Q4 		– Sell
-2,301
Closed -$285K – 1572
2022
Q3 		$285K Buy
+2,301
New +$292K 0.01% 1033
2022
Q2 		– Sell
-1,974
Closed -$271K – 1354
2022
Q1 		$271K Buy
+1,974
New +$280K 0.01% 1061
2019
Q4 		– Sell
-4,021
Closed -$512K – 894
2019
Q3 		$512K Buy
4,021
+355
+10% +$42.8K 0.05% 402
2019
Q2 		$441K Buy
+3,666
New +$454K 0.05% 421
2015
Q1 		– Sell
-1,469
Closed -$80 – 1627
2014
Q4 		$80 Buy
+1,469
New +$74.9K ﹤0.01% 1842

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 $5.72T 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 $269B 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

B. Riley Wealth Advisors's PRI Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Primerica (PRI) in Q1 2026, closing a stake of 785 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in PRI in Q4 2014 and held it in 16 quarters. The position peaked at $688K in Q1 2023. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 785 Primerica shares in Q1 2026, an estimated $203K.
  • B. Riley Wealth Advisors first reported a position in Primerica in Q4 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Primerica position peaked at $688K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.