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Centerpoint Advisors’s Primerica PRI Stock Holding History

Centerpoint 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 		$19K Sell
66
-1
-1% -$274 0.01% 273
2026
Q1 		$17K Hold
67
– – 0.01% 268
2025
Q4 		$17K Hold
67
– – 0.01% 280
2025
Q3 		$19K Hold
67
– – 0.01% 264
2025
Q2 		$18K Buy
+67
New +$17.8K 0.01% 266

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

Centerpoint Advisors's PRI Position: Q2 2026 in Review

Centerpoint Advisors reduced its Primerica (PRI) stake by 1.5% in Q2 2026, selling an estimated $274 and leaving 66 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #273.

Centerpoint Advisors first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Centerpoint Advisors held 66 shares of Primerica worth $19K as of Q2 2026.
  • Centerpoint Advisors sold 1 Primerica share in Q2 2026, an estimated $274.
  • Primerica made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #273 holding.
  • Centerpoint Advisors first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.