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Beacon Pointe Advisors’s Primerica PRI Stock Holding History

Beacon Pointe 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
Q2 		$869K Buy
+3,059
New +$837K ﹤0.01% 1097
2025
Q4 		– Sell
-722
Closed -$200K – 1551
2025
Q3 		$200K Buy
+722
New +$194K ﹤0.01% 1319
2024
Q1 		– Sell
-1,079
Closed -$222K – 1400
2023
Q4 		$222K Sell
1,079
-515
-32% -$105K ﹤0.01% 1182
2023
Q3 		$309K Buy
+1,594
New +$326K ﹤0.01% 1056

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 $3.37T AUM 44.26% 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

Beacon Pointe Advisors's PRI Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Primerica (PRI) in Q2 2026: 3,059 shares worth $869K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in PRI as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in PRI in Q3 2023 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Beacon Pointe Advisors held 3,059 shares of Primerica worth $869K as of Q2 2026.
  • Primerica was a new Beacon Pointe Advisors position in Q2 2026.
  • Primerica made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1097 holding.
  • Beacon Pointe Advisors first reported a position in Primerica in Q3 2023 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.