Cetera Investment Advisers
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Cetera Investment Advisers’s Primerica PRI Stock Holding History

Cetera Investment Advisers’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 		$729K Buy
2,564
+1,214
+90% +$332K ﹤0.01% 3342
2026
Q1 		$338K Sell
1,350
-258
-16% -$66.5K ﹤0.01% 3880
2025
Q4 		$415K Sell
1,608
-8
-0.5% -$2.09K ﹤0.01% 3604
2025
Q3 		$449K Sell
1,616
-7,334
-82% -$1.97M ﹤0.01% 3463
2025
Q2 		$2.45M Buy
8,950
+7,267
+432% +$1.93M ﹤0.01% 1700
2025
Q1 		$479K Sell
1,683
-146
-8% -$41.6K ﹤0.01% 2881
2024
Q4 		$497K Buy
1,829
+268
+17% +$76K ﹤0.01% 2687
2024
Q3 		$414K Sell
1,561
-149
-9% -$37.6K ﹤0.01% 2810
2024
Q2 		$405K Sell
1,710
-342
-17% -$77.6K ﹤0.01% 2757
2024
Q1 		$519K Buy
+2,052
New +$485K ﹤0.01% 2572

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

Cetera Investment Advisers's PRI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Primerica (PRI) stake by 90% in Q2 2026, buying an estimated $332K and bringing the position to 2,564 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Cetera Investment Advisers first reported a position in PRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.45M in Q2 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Cetera Investment Advisers held 2,564 shares of Primerica worth $729K as of Q2 2026.
  • Cetera Investment Advisers bought 1,214 Primerica shares in Q2 2026, an estimated $332K.
  • Primerica made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3342 holding.
  • Cetera Investment Advisers first reported a position in Primerica in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Primerica position peaked at $2.45M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.