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EverSource Wealth Advisors’s Primerica PRI Stock Holding History

EverSource Wealth 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 		$58.3K Sell
205
-89
-30% -$24.3K ﹤0.01% 1681
2026
Q1 		$73.6K Sell
294
-19
-6% -$4.9K ﹤0.01% 1619
2025
Q4 		$80.9K Sell
313
-285
-48% -$74.3K ﹤0.01% 1430
2025
Q3 		$166K Buy
598
+288
+93% +$77.3K 0.01% 1003
2025
Q2 		$84.8K Buy
310
+130
+72% +$34.5K ﹤0.01% 1296
2025
Q1 		$51.2K Buy
180
+54
+43% +$15.4K ﹤0.01% 1232
2024
Q4 		$34.2K Buy
126
+71
+129% +$20.1K ﹤0.01% 1361
2024
Q3 		$14.6K Buy
55
+32
+139% +$8.08K ﹤0.01% 1656
2024
Q2 		$5.79K Buy
23
+12
+109% +$2.72K ﹤0.01% 2167
2024
Q1 		$2.33K Buy
11
+8
+267% +$1.89K ﹤0.01% 2326
2023
Q4 		$617 Hold
3
– – ﹤0.01% 2485
2023
Q3 		$582 Hold
3
– – ﹤0.01% 2344
2023
Q2 		$593 Hold
3
– – ﹤0.01% 2316
2023
Q1 		$517 Buy
+3
New +$492 ﹤0.01% 2216
2022
Q3 		– Sell
-32
Closed -$4K – 2092
2022
Q2 		$4K Hold
32
– – ﹤0.01% 1341
2022
Q1 		$4K Buy
+32
New +$4.54K ﹤0.01% 1356

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

EverSource Wealth Advisors's PRI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Primerica (PRI) stake by 30% in Q2 2026, selling an estimated $24.3K and leaving 205 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

EverSource Wealth Advisors first reported a position in PRI in Q1 2022 and has held it in 16 quarters since. The position peaked at $166K in Q3 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • EverSource Wealth Advisors held 205 shares of Primerica worth $58.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 89 Primerica shares in Q2 2026, an estimated $24.3K.
  • Primerica made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1681 holding.
  • EverSource Wealth Advisors first reported a position in Primerica in Q1 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Primerica position peaked at $166K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.