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Dana Investment Advisors’s Primerica PRI Stock Holding History

Dana Investment 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
Q1 		$968K Buy
3,865
+161
+4% +$41.5K 0.03% 409
2025
Q4 		$957K Sell
3,704
-19
-0.5% -$4.96K 0.03% 398
2025
Q3 		$1.03M Buy
3,723
+141
+4% +$37.9K 0.03% 384
2025
Q2 		$980K Hold
3,582
– – 0.03% 389
2025
Q1 		$1.02M Sell
3,582
-147
-4% -$41.9K 0.04% 375
2024
Q4 		$1.01M Buy
3,729
+45
+1% +$12.8K 0.03% 380
2024
Q3 		$977K Buy
3,684
+222
+6% +$56.1K 0.03% 384
2024
Q2 		$819K Buy
3,462
+400
+13% +$90.7K 0.03% 397
2024
Q1 		$775K Sell
3,062
-516
-14% -$122K 0.03% 397
2023
Q4 		$736K Buy
3,578
+180
+5% +$36.8K 0.04% 284
2023
Q3 		$659K Sell
3,398
-219
-6% -$44.8K 0.03% 279
2023
Q2 		$715K Sell
3,617
-614
-15% -$113K 0.04% 273
2023
Q1 		$729K Sell
4,231
-1,187
-22% -$195K 0.04% 274
2022
Q4 		$768K Buy
5,418
+1,191
+28% +$166K 0.04% 261
2022
Q3 		$522K Buy
4,227
+1,997
+90% +$253K 0.03% 293
2022
Q2 		$267K Sell
2,230
-9,413
-81% -$1.18M 0.01% 379
2022
Q1 		$1.59M Buy
11,643
+188
+2% +$26.7K 0.07% 171
2021
Q4 		$1.76M Buy
11,455
+1,182
+12% +$187K 0.08% 159
2021
Q3 		$1.58M Buy
10,273
+23
+0.2% +$3.42K 0.07% 176
2021
Q2 		$1.57M Buy
10,250
+452
+5% +$71.4K 0.07% 179
2021
Q1 		$1.45M Sell
9,798
-1,197
-11% -$172K 0.07% 186
2020
Q4 		$1.47M Sell
10,995
-205
-2% -$25.8K 0.07% 182
2020
Q3 		$1.27M Sell
11,200
-2,316
-17% -$281K 0.07% 174
2020
Q2 		$1.58M Sell
13,516
-1,233
-8% -$131K 0.09% 141
2020
Q1 		$1.3M Sell
14,749
-588
-4% -$67.2K 0.08% 140
2019
Q4 		$2M Sell
15,337
-2,725
-15% -$352K 0.1% 136
2019
Q3 		$2.3M Sell
18,062
-494
-3% -$59.6K 0.12% 118
2019
Q2 		$2.23M Sell
18,556
-1,140
-6% -$141K 0.11% 125
2019
Q1 		$2.41M Sell
19,696
-4,597
-19% -$530K 0.11% 121
2018
Q4 		$2.37M Sell
24,293
-1,223
-5% -$136K 0.12% 119
2018
Q3 		$3.08M Sell
25,516
-1,389
-5% -$161K 0.13% 122
2018
Q2 		$2.68M Sell
26,905
-289
-1% -$28.3K 0.12% 131
2018
Q1 		$2.63M Sell
27,194
-2,138
-7% -$215K 0.12% 128
2017
Q4 		$2.98M Sell
29,332
-5,060
-15% -$482K 0.13% 115
2017
Q3 		$2.81M Sell
34,392
-1,214
-3% -$94.8K 0.13% 119
2017
Q2 		$2.7M Buy
35,606
+226
+0.6% +$17.7K 0.13% 131
2017
Q1 		$2.91M Sell
35,380
-6,637
-16% -$517K 0.14% 118
2016
Q4 		$2.9M Sell
42,017
-290
-0.7% -$18.4K 0.14% 132
2016
Q3 		$2.24M Sell
42,307
-1,799
-4% -$99.4K 0.11% 133
2016
Q2 		$2.52M Buy
44,106
+3,844
+10% +$200K 0.11% 136
2016
Q1 		$1.79M Buy
40,262
+38,563
+2,270% +$1.67M 0.08% 144
2015
Q4 		$1.7K Sell
1,699
-32,282
-95% -$1.58M 0.08% 154
2015
Q3 		$1.53M Sell
33,981
-5,375
-14% -$235K 0.07% 145
2015
Q2 		$1.8M Buy
39,356
+14,937
+61% +$698K 0.08% 155
2015
Q1 		$1.24M Sell
24,419
-372
-2% -$19.3K 0.06% 164
2014
Q4 		$1.34M Buy
24,791
+877
+4% +$44.7K 0.05% 145
2014
Q3 		$1.15M Buy
23,914
+2,025
+9% +$97.8K 0.07% 140
2014
Q2 		$1.05M Buy
+21,889
New +$1M 0.06% 149

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dana Investment Advisors's PRI Position: Q1 2026 in Review

Dana Investment Advisors increased its Primerica (PRI) stake by 4.3% in Q1 2026, buying an estimated $41.5K and bringing the position to 3,865 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #409.

Dana Investment Advisors first reported a position in PRI in Q2 2014 and has held it in 48 quarters since. The position peaked at $3.08M in Q3 2018. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Dana Investment Advisors held 3,865 shares of Primerica worth $968K as of Q1 2026.
  • Dana Investment Advisors bought 161 Primerica shares in Q1 2026, an estimated $41.5K.
  • Primerica made up 0.03% of Dana Investment Advisors's portfolio in Q1 2026, its #409 holding.
  • Dana Investment Advisors first reported a position in Primerica in Q2 2014 and has held it in 48 quarters since.
  • Dana Investment Advisors's Primerica position peaked at $3.08M in Q3 2018.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.