Capital Advisors Ltd’s Primerica PRI Stock Holding History

Capital Advisors Ltd’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	$10K	Hold	34	–	–	﹤0.01%	859
2026 Q1	$9K	Hold	34	–	–	﹤0.01%	854
2025 Q4	$9K	Hold	34	–	–	﹤0.01%	839
2025 Q3	$9K	Hold	34	–	–	﹤0.01%	828
2025 Q2	$9K	Hold	34	–	–	﹤0.01%	825
2025 Q1	$10K	Hold	34	–	–	﹤0.01%	775
2024 Q4	$9K	Hold	34	–	–	﹤0.01%	819
2024 Q3	$9K	Hold	34	–	–	﹤0.01%	800
2024 Q2	$8K	Buy	34 +17	+100%	+$3.85K	﹤0.01%	807
2024 Q1	$4K	Hold	17	–	–	﹤0.01%	928
2023 Q4	$3K	Hold	17	–	–	﹤0.01%	958
2023 Q3	$3K	Hold	17	–	–	﹤0.01%	950
2023 Q2	$3K	Buy	17 +2	+13%	+$367	﹤0.01%	954
2023 Q1	$3K	Sell	15 -1	-6%	-$164	﹤0.01%	832
2022 Q4	$2K	Hold	16	–	–	﹤0.01%	890
2022 Q3	$2K	Buy	16 +15	+1,500%	+$1.9K	﹤0.01%	890
2022 Q2	$0	Buy	+1	New	+$126	﹤0.01%	1253

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

Capital Advisors Ltd's PRI Position: Q2 2026 in Review

Capital Advisors Ltd held its Primerica (PRI) position steady in Q2 2026 at 34 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Capital Advisors Ltd first reported a position in PRI in Q2 2022 and has held it in 17 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Capital Advisors Ltd held 34 shares of Primerica worth $10K as of Q2 2026.
Capital Advisors Ltd left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #859 holding.
Capital Advisors Ltd first reported a position in Primerica in Q2 2022 and has held it in 17 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.