Baker Avenue Asset Management’s Primerica PRI Stock Holding History

Baker Avenue Asset Management’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	$282K	Buy	+993	New	+$272K	0.01%	693
2023 Q4	–	Sell	-5	Closed	-$970	–	1205
2023 Q3	$970	Hold	5	–	–	﹤0.01%	1278
2023 Q2	$989	Hold	5	–	–	﹤0.01%	1179
2023 Q1	$861	Sell	5 -42	-89%	-$6.88K	﹤0.01%	1237
2022 Q4	$6.67K	Buy	+47	New	+$6.55K	﹤0.01%	769

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Baker Avenue Asset Management's PRI Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Primerica (PRI) in Q2 2026: 993 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in PRI as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in PRI in Q4 2022 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Baker Avenue Asset Management held 993 shares of Primerica worth $282K as of Q2 2026.
Primerica was a new Baker Avenue Asset Management position in Q2 2026.
Primerica made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #693 holding.
Baker Avenue Asset Management first reported a position in Primerica in Q4 2022 and has held it in 5 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.