Great Valley Advisor Group’s Primerica PRI Stock Holding History

Great Valley Advisor Group’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	$445K	Sell	1,567 -233	-13%	-$63.7K	0.01%	757
2026 Q1	$451K	Buy	1,800 +277	+18%	+$71.4K	0.01%	712
2025 Q4	$394K	Buy	1,523 +6	+0.4%	+$1.56K	0.01%	700
2025 Q3	$421K	Buy	1,517 +6	+0.4%	+$1.61K	0.01%	670
2025 Q2	$414K	Buy	1,511 +4	+0.3%	+$1.06K	0.01%	656
2025 Q1	$429K	Buy	1,507 +4	+0.3%	+$1.14K	0.01%	631
2024 Q4	$408K	Buy	1,503 +4	+0.3%	+$1.13K	0.01%	615
2024 Q3	$398K	Buy	+1,499	New	+$379K	0.01%	617

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Great Valley Advisor Group's PRI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Primerica (PRI) stake by 13% in Q2 2026, selling an estimated $63.7K and leaving 1,567 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #757.

Great Valley Advisor Group first reported a position in PRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $451K in Q1 2026. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Great Valley Advisor Group held 1,567 shares of Primerica worth $445K as of Q2 2026.
Great Valley Advisor Group sold 233 Primerica shares in Q2 2026, an estimated $63.7K.
Primerica made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #757 holding.
Great Valley Advisor Group first reported a position in Primerica in Q3 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's Primerica position peaked at $451K in Q1 2026.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.