Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Primerica PRI Stock Holding History

Cambridge Investment Research 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 		$409K Sell
1,438
-265
-16% -$72.5K ﹤0.01% 3152
2026
Q1 		$427K Buy
1,703
+174
+11% +$44.9K ﹤0.01% 2946
2025
Q4 		$395K Sell
1,529
-224
-13% -$58.4K ﹤0.01% 2943
2025
Q3 		$487K Buy
1,753
+308
+21% +$82.7K ﹤0.01% 2704
2025
Q2 		$395K Sell
1,445
-440
-23% -$117K ﹤0.01% 2760
2025
Q1 		$536K Sell
1,885
-62
-3% -$17.7K ﹤0.01% 2372
2024
Q4 		$528K Sell
1,947
-571
-23% -$162K ﹤0.01% 2380
2024
Q3 		$668K Buy
2,518
+32
+1% +$8.08K ﹤0.01% 2182
2024
Q2 		$588K Sell
2,486
-3
-0.1% -$680 ﹤0.01% 2167
2024
Q1 		$630K Buy
2,489
+212
+9% +$50.1K ﹤0.01% 2069
2023
Q4 		$469K Buy
2,277
+6
+0.3% +$1.23K ﹤0.01% 2232
2023
Q3 		$441K Buy
2,271
+143
+7% +$29.3K ﹤0.01% 2192
2023
Q2 		$421K Sell
2,128
-141
-6% -$25.9K ﹤0.01% 2258
2023
Q1 		$391K Sell
2,269
-232
-9% -$38K ﹤0.01% 2271
2022
Q4 		$355K Buy
2,501
+531
+27% +$74K ﹤0.01% 2296
2022
Q3 		$243K Buy
+1,970
New +$250K ﹤0.01% 2551

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's PRI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Primerica (PRI) stake by 16% in Q2 2026, selling an estimated $72.5K and leaving 1,438 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Cambridge Investment Research Advisors first reported a position in PRI in Q3 2022 and has held it in 16 quarters since. The position peaked at $668K in Q3 2024. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,438 shares of Primerica worth $409K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 265 Primerica shares in Q2 2026, an estimated $72.5K.
  • Primerica made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3152 holding.
  • Cambridge Investment Research Advisors first reported a position in Primerica in Q3 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's Primerica position peaked at $668K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.