Cedar Mountain Advisors’s Primerica PRI Stock Holding History

Cedar Mountain 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	$5.68K	Hold	20	–	–	﹤0.01%	650
2026 Q1	$5.01K	Buy	+20	New	+$5.16K	﹤0.01%	654

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

Cedar Mountain Advisors's PRI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Primerica (PRI) position steady in Q2 2026 at 20 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Cedar Mountain Advisors first reported a position in PRI in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Cedar Mountain Advisors held 20 shares of Primerica worth $5.68K as of Q2 2026.
Cedar Mountain Advisors left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #650 holding.
Cedar Mountain Advisors first reported a position in Primerica in Q1 2026 and has held it in 2 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.