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CoreCap Advisors’s Primerica PRI Stock Holding History

CoreCap 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
Q3 		$272 Sell
1
-6
-86% -$1.81K ﹤0.01% 2904
2026
Q2 		$1.99K Buy
7
+6
+600% +$1.64K ﹤0.01% 2534
2026
Q1 		$250 Hold
1
– – ﹤0.01% 2741
2025
Q4 		$258 Hold
1
– – ﹤0.01% 2781
2025
Q3 		$278 Hold
1
– – ﹤0.01% 2635
2025
Q2 		$274 Hold
1
– – ﹤0.01% 2587
2025
Q1 		$285 Hold
1
– – ﹤0.01% 2825
2024
Q4 		$271 Hold
1
– – ﹤0.01% 2660
2024
Q3 		$265 Hold
1
– – ﹤0.01% 2450
2024
Q2 		$237 Hold
1
– – ﹤0.01% 1500
2024
Q1 		$253 Buy
+1
New +$237 ﹤0.01% 2395

Other funds holding PRI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

CoreCap Advisors's PRI Position: Q3 2026 in Review

CoreCap Advisors reduced its Primerica (PRI) stake by 86% in Q3 2026, selling an estimated $1.81K and leaving 1 share worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

CoreCap Advisors first reported a position in PRI in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.99K in Q2 2026. 16 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • CoreCap Advisors held 1 share of Primerica worth $272 as of Q3 2026.
  • CoreCap Advisors sold 6 Primerica shares in Q3 2026, an estimated $1.81K.
  • Primerica made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2904 holding.
  • CoreCap Advisors first reported a position in Primerica in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's Primerica position peaked at $1.99K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.