FFA
PRI icon

Farther Finance Advisors’s Primerica PRI Stock Holding History

Farther Finance 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 		$102K Buy
358
+44
+14% +$12K ﹤0.01% 2689
2026
Q1 		$79.7K Buy
314
+31
+11% +$8K ﹤0.01% 2666
2025
Q4 		$73.1K Sell
283
-1,429
-83% -$373K ﹤0.01% 2548
2025
Q3 		$475K Buy
1,712
+180
+12% +$48.3K 0.01% 1099
2025
Q2 		$419K Sell
1,532
-382
-20% -$101K 0.01% 991
2025
Q1 		$551K Buy
1,914
+145
+8% +$41.3K 0.01% 741
2024
Q4 		$480K Buy
1,769
+1,368
+341% +$388K 0.02% 602
2024
Q3 		$106K Buy
401
+19
+5% +$4.8K ﹤0.01% 1275
2024
Q2 		$90.6K Buy
382
+377
+7,540% +$85.5K ﹤0.01% 1174
2024
Q1 		$1.26K Hold
5
– – ﹤0.01% 2682
2023
Q4 		$1.03K Buy
5
+2
+67% +$409 ﹤0.01% 2718
2023
Q3 		$582 Hold
3
– – ﹤0.01% 2227
2023
Q2 		$593 Buy
3
+1
+50% +$184 ﹤0.01% 2107
2023
Q1 		$344 Hold
2
– – ﹤0.01% 2095
2022
Q4 		$284 Buy
+2
New +$279 ﹤0.01% 1956

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

Farther Finance Advisors's PRI Position: Q2 2026 in Review

Farther Finance Advisors increased its Primerica (PRI) stake by 14% in Q2 2026, buying an estimated $12K and bringing the position to 358 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Farther Finance Advisors first reported a position in PRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $551K in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Farther Finance Advisors held 358 shares of Primerica worth $102K as of Q2 2026.
  • Farther Finance Advisors bought 44 Primerica shares in Q2 2026, an estimated $12K.
  • Primerica made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2689 holding.
  • Farther Finance Advisors first reported a position in Primerica in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Primerica position peaked at $551K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.