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Clearstead Advisors’s Primerica PRI Stock Holding History

Clearstead 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 		$13.1K Buy
46
+36
+360% +$9.85K ﹤0.01% 1906
2026
Q1 		$2.5K Sell
10
-560
-98% -$144K ﹤0.01% 1858
2025
Q4 		$147K Buy
570
+286
+101% +$74.6K ﹤0.01% 1003
2025
Q3 		$78.8K Buy
284
+98
+53% +$26.3K ﹤0.01% 1128
2025
Q2 		$50.9K Buy
186
+96
+107% +$25.4K ﹤0.01% 1288
2025
Q1 		$25.6K Buy
+90
New +$25.6K ﹤0.01% 1354
2024
Q4 		– Sell
-4
Closed -$1.13K – 2091
2024
Q3 		$1.06K Buy
+4
New +$1.01K ﹤0.01% 1912

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

Clearstead Advisors's PRI Position: Q2 2026 in Review

Clearstead Advisors increased its Primerica (PRI) stake by 360% in Q2 2026, buying an estimated $9.85K and bringing the position to 46 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Clearstead Advisors first reported a position in PRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $147K in Q4 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Clearstead Advisors held 46 shares of Primerica worth $13.1K as of Q2 2026.
  • Clearstead Advisors bought 36 Primerica shares in Q2 2026, an estimated $9.85K.
  • Primerica made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1906 holding.
  • Clearstead Advisors first reported a position in Primerica in Q3 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Primerica position peaked at $147K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.