First Horizon Advisors’s Primerica PRI Stock Holding History

First Horizon 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
2025 Q2	$34.9K	Buy	127 +120	+1,714%	+$31.8K	﹤0.01%	1191
2025 Q1	$1.99K	Hold	7	–	–	﹤0.01%	1989
2024 Q4	$1.9K	Hold	7	–	–	﹤0.01%	1993
2024 Q3	$1.86K	Hold	7	–	–	﹤0.01%	2026
2024 Q2	$1.66K	Hold	7	–	–	﹤0.01%	2026
2024 Q1	$1.77K	Hold	7	–	–	﹤0.01%	2058
2023 Q4	$1.44K	Hold	7	–	–	﹤0.01%	2118
2023 Q3	$1.36K	Hold	7	–	–	﹤0.01%	2104
2023 Q2	$1.38K	Hold	7	–	–	﹤0.01%	2192
2023 Q1	$1.21K	Hold	7	–	–	﹤0.01%	2214
2022 Q4	$993	Hold	7	–	–	﹤0.01%	2244
2022 Q3	$1K	Sell	7 -24	-77%	-$3.04K	﹤0.01%	2173
2022 Q2	$4K	Buy	31 +9	+41%	+$1.13K	﹤0.01%	1918
2022 Q1	$3K	Sell	22 -74	-77%	-$10.5K	﹤0.01%	1399
2021 Q4	$15K	Buy	96 +4	+4%	+$634	﹤0.01%	1387
2021 Q3	$14K	Buy	92 +49	+114%	+$7.29K	﹤0.01%	1409
2021 Q2	$6K	Buy	43 +33	+330%	+$5.21K	﹤0.01%	1492
2021 Q1	$1K	Buy	+10	New	+$1.43K	﹤0.01%	1800
2020 Q4	–	Sell	-32	Closed	-$3K	–	1552
2020 Q3	$3K	Sell	32 -62	-66%	-$7.53K	﹤0.01%	1263
2020 Q2	$10K	Hold	94	–	–	﹤0.01%	1011
2020 Q1	$8K	Buy	+94	New	+$10.7K	﹤0.01%	1001
2017 Q2	–	Sell	-57	Closed	-$4K	–	1457
2017 Q1	$4K	Buy	+57	New	+$4.44K	﹤0.01%	1261
2015 Q2	–	Sell	-129	Closed	-$6.03K	–	1480
2015 Q1	$6K	Buy	129 +21	+19%	+$1.09K	﹤0.01%	1194
2014 Q4	$6K	Hold	108	–	–	﹤0.01%	1190
2014 Q3	$5K	Hold	108	–	–	﹤0.01%	1255
2014 Q2	$5K	Buy	+108	New	+$4.96K	﹤0.01%	1228

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Horizon Advisors's PRI Position: Q2 2025 in Review

First Horizon Advisors increased its Primerica (PRI) stake by 1,714% in Q2 2025, buying an estimated $31.8K and bringing the position to 127 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

First Horizon Advisors first reported a position in PRI in Q2 2014 and has held it in 26 quarters since. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

First Horizon Advisors held 127 shares of Primerica worth $34.9K as of Q2 2025.
First Horizon Advisors bought 120 Primerica shares in Q2 2025, an estimated $31.8K.
Primerica made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1191 holding.
First Horizon Advisors first reported a position in Primerica in Q2 2014 and has held it in 26 quarters since.
517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.