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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
Q3 		$128K Buy
471
+113
+32% +$34K ﹤0.01% 2661
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

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
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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's PRI Position: Q3 2026 in Review

Farther Finance Advisors increased its Primerica (PRI) stake by 32% in Q3 2026, buying an estimated $34K and bringing the position to 471 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Farther Finance Advisors first reported a position in PRI in Q4 2022 and has held it in 16 quarters since. The position peaked at $551K in Q1 2025. 16 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Farther Finance Advisors held 471 shares of Primerica worth $128K as of Q3 2026.
  • Farther Finance Advisors bought 113 Primerica shares in Q3 2026, an estimated $34K.
  • Primerica made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2661 holding.
  • Farther Finance Advisors first reported a position in Primerica in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Primerica position peaked at $551K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

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