Envestnet Asset Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.7M | Sell |
86,893
-4,488
| -5% | -$1.23M | 0.01% | 1295 |
|
|
2026
Q1 | $22.9M | Buy |
91,381
+6,644
| +8% | +$1.71M | 0.01% | 1259 |
|
|
2025
Q4 | $21.9M | Sell |
84,737
-15,449
| -15% | -$4.03M | 0.01% | 1146 |
|
|
2025
Q3 | $27.8M | Sell |
100,186
-33,506
| -25% | -$9M | 0.01% | 1074 |
|
|
2025
Q2 | $36.6M | Buy |
133,692
+31,278
| +31% | +$8.29M | 0.01% | 898 |
|
|
2025
Q1 | $29.1M | Sell |
102,414
-2,531
| -2% | -$721K | 0.01% | 963 |
|
|
2024
Q4 | $28.5M | Buy |
104,945
+5,938
| +6% | +$1.68M | 0.01% | 978 |
|
|
2024
Q3 | $26.3M | Buy |
99,007
+26,180
| +36% | +$6.61M | 0.01% | 1023 |
|
|
2024
Q2 | $17.2M | Buy |
72,827
+10,907
| +18% | +$2.47M | 0.01% | 1218 |
|
|
2024
Q1 | $15.7M | Sell |
61,920
-5,600
| -8% | -$1.32M | 0.01% | 1244 |
|
|
2023
Q4 | $13.9M | Buy |
67,520
+5,985
| +10% | +$1.22M | 0.01% | 1243 |
|
|
2023
Q3 | $11.9M | Buy |
61,535
+20,137
| +49% | +$4.12M | 0.01% | 1261 |
|
|
2023
Q2 | $8.19M | Sell |
41,398
-782
| -2% | -$144K | ﹤0.01% | 1414 |
|
|
2023
Q1 | $7.27M | Sell |
42,180
-755
| -2% | -$124K | ﹤0.01% | 1427 |
|
|
2022
Q4 | $6.09M | Sell |
42,935
-1,865
| -4% | -$260K | ﹤0.01% | 1489 |
|
|
2022
Q3 | $5.53M | Sell |
44,800
-1,889
| -4% | -$239K | ﹤0.01% | 1461 |
|
|
2022
Q2 | $5.59M | Sell |
46,689
-6,544
| -12% | -$823K | ﹤0.01% | 1463 |
|
|
2022
Q1 | $7.28M | Buy |
53,233
+459
| +0.9% | +$65.2K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $8.09M | Buy |
52,774
+1,429
| +3% | +$227K | ﹤0.01% | 1307 |
|
|
2021
Q3 | $7.89M | Buy |
51,345
+1,789
| +4% | +$266K | ﹤0.01% | 1274 |
|
|
2021
Q2 | $7.59M | Buy |
49,556
+5,210
| +12% | +$823K | ﹤0.01% | 1281 |
|
|
2021
Q1 | $6.55M | Buy |
44,346
+11,825
| +36% | +$1.7M | ﹤0.01% | 1275 |
|
|
2020
Q4 | $4.36M | Sell |
32,521
-24,914
| -43% | -$3.13M | ﹤0.01% | 1344 |
|
|
2020
Q3 | $6.5M | Sell |
57,435
-3,448
| -6% | -$419K | 0.01% | 1022 |
|
|
2020
Q2 | $7.1M | Buy |
60,883
+2,553
| +4% | +$272K | 0.01% | 947 |
|
|
2020
Q1 | $5.16M | Buy |
58,330
+2,002
| +4% | +$229K | 0.01% | 984 |
|
|
2019
Q4 | $7.35M | Buy |
56,328
+3,168
| +6% | +$409K | 0.01% | 926 |
|
|
2019
Q3 | $6.76M | Buy |
53,160
+3,391
| +7% | +$409K | 0.01% | 927 |
|
|
2019
Q2 | $5.97M | Buy |
49,769
+9,136
| +22% | +$1.13M | 0.01% | 961 |
|
|
2019
Q1 | $4.96M | Buy |
40,633
+1,874
| +5% | +$216K | 0.01% | 993 |
|
|
2018
Q4 | $3.79M | Buy |
+38,759
| New | +$4.31M | 0.01% | 1022 |
|
|
2018
Q3 | – | Sell |
-14,931
| Closed | -$1.49M | – | 2262 |
|
|
2018
Q2 | $1.49M | Sell |
14,931
-1,044
| -7% | -$102K | ﹤0.01% | 909 |
|
|
2018
Q1 | $1.54M | Sell |
15,975
-16,433
| -51% | -$1.65M | ﹤0.01% | 794 |
|
|
2017
Q4 | $3.29M | Buy |
32,408
+517
| +2% | +$49.3K | 0.01% | 748 |
|
|
2017
Q3 | $2.6M | Buy |
31,891
+1,975
| +7% | +$154K | 0.01% | 790 |
|
|
2017
Q2 | $2.27M | Sell |
29,916
-4,514
| -13% | -$354K | 0.01% | 874 |
|
|
2017
Q1 | $2.83M | Sell |
34,430
-1,416
| -4% | -$110K | 0.01% | 792 |
|
|
2016
Q4 | $2.48M | Sell |
35,846
-3,013
| -8% | -$192K | 0.01% | 831 |
|
|
2016
Q3 | $2.06M | Sell |
38,859
-1,477
| -4% | -$81.6K | 0.01% | 956 |
|
|
2016
Q2 | $2.31M | Sell |
40,336
-1,254
| -3% | -$65.1K | 0.01% | 951 |
|
|
2016
Q1 | $1.85M | Sell |
41,590
-416
| -1% | -$18K | 0.01% | 1029 |
|
|
2015
Q4 | $1.98M | Buy |
42,006
+344
| +0.8% | +$16.8K | 0.01% | 970 |
|
|
2015
Q3 | $1.88M | Buy |
41,662
+775
| +2% | +$33.9K | 0.01% | 990 |
|
|
2015
Q2 | $1.87M | Buy |
40,887
+11,099
| +37% | +$518K | 0.01% | 1088 |
|
|
2015
Q1 | $1.52M | Buy |
29,788
+28,826
| +2,996% | +$1.5M | 0.01% | 1114 |
|
|
2014
Q4 | $52K | Buy |
962
+37
| +4% | +$1.89K | ﹤0.01% | 1406 |
|
|
2014
Q3 | $45K | Buy |
925
+416
| +82% | +$20.1K | ﹤0.01% | 1560 |
|
|
2014
Q2 | $24K | Buy |
509
+434
| +579% | +$19.9K | ﹤0.01% | 1698 |
|
|
2014
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 2160 |
|
|
2013
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 2153 |
|
|
2013
Q3 | $3K | Buy |
75
+52
| +226% | +$2.06K | ﹤0.01% | 2066 |
|
|
2013
Q2 | $1K | Buy |
+23
| New | +$794 | ﹤0.01% | 2229 |
|
Other funds holding PRI
BWA
Envestnet Asset Management's PRI Position: Q2 2026 in Review
Envestnet Asset Management reduced its Primerica (PRI) stake by 4.9% in Q2 2026, selling an estimated $1.23M and leaving 86,893 shares worth $24.7M. The position accounts for 0.01% of the portfolio, ranked #1295.
Envestnet Asset Management first reported a position in PRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.6M in Q2 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.
- Envestnet Asset Management held 86,893 shares of Primerica worth $24.7M as of Q2 2026.
- Envestnet Asset Management sold 4,488 Primerica shares in Q2 2026, an estimated $1.23M.
- Primerica made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1295 holding.
- Envestnet Asset Management first reported a position in Primerica in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's Primerica position peaked at $36.6M in Q2 2025.
- 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.