Bell Investment Advisors’s Primerica PRI Stock Holding History

Bell Investment 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	$3.13K	Hold	11	–	–	﹤0.01%	1176
2026 Q1	$2.76K	Buy	11 +2	+22%	+$516	﹤0.01%	1202
2025 Q4	$2.33K	Hold	9	–	–	﹤0.01%	1296
2025 Q3	$2.5K	Hold	9	–	–	﹤0.01%	1246
2025 Q2	$2.46K	Hold	9	–	–	﹤0.01%	1286
2025 Q1	$2.56K	Hold	9	–	–	﹤0.01%	1206
2024 Q4	$2.44K	Hold	9	–	–	﹤0.01%	1247
2024 Q3	$2.39K	Hold	9	–	–	﹤0.01%	1275
2024 Q2	$2.13K	Hold	9	–	–	﹤0.01%	1324
2024 Q1	$2.28K	Hold	9	–	–	﹤0.01%	1301
2023 Q4	$1.85K	Hold	9	–	–	﹤0.01%	1358
2023 Q3	$1.75K	Hold	9	–	–	﹤0.01%	1346
2023 Q2	$1.78K	Hold	9	–	–	﹤0.01%	1358
2023 Q1	$1.55K	Hold	9	–	–	﹤0.01%	1388
2022 Q4	$1.28K	Buy	9 +4	+80%	+$557	﹤0.01%	1480
2022 Q3	$1K	Sell	5 -4	-44%	-$507	﹤0.01%	1533
2022 Q2	$1K	Buy	+9	New	+$1.13K	﹤0.01%	1551
2021 Q4	$1K	Sell	5 -5	-50%	-$793	﹤0.01%	1563
2021 Q3	$2K	Buy	+10	New	+$1.49K	﹤0.01%	1133

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's PRI Position: Q2 2026 in Review

Bell Investment Advisors held its Primerica (PRI) position steady in Q2 2026 at 11 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Bell Investment Advisors first reported a position in PRI in Q3 2021 and has held it in 19 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Bell Investment Advisors held 11 shares of Primerica worth $3.13K as of Q2 2026.
Bell Investment Advisors left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1176 holding.
Bell Investment Advisors first reported a position in Primerica in Q3 2021 and has held it in 19 quarters since.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.