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IFC Advisors’s Primerica PRI Stock Holding History

IFC 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 		$249K Sell
876
-8
-0.9% -$2.19K 0.03% 161
2026
Q1 		$221K Sell
884
-108
-11% -$27.9K 0.03% 148
2025
Q4 		$256K Sell
992
-68
-6% -$17.7K 0.04% 152
2025
Q3 		$294K Buy
1,060
+7
+0.7% +$1.88K 0.05% 144
2025
Q2 		$288K Sell
1,053
-7
-0.7% -$1.85K 0.05% 143
2025
Q1 		$302K Buy
1,060
+223
+27% +$63.5K 0.06% 128
2024
Q4 		$227K Buy
+837
New +$237K 0.05% 134

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

IFC Advisors's PRI Position: Q2 2026 in Review

IFC Advisors reduced its Primerica (PRI) stake by 0.9% in Q2 2026, selling an estimated $2.19K and leaving 876 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #161.

IFC Advisors first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • IFC Advisors held 876 shares of Primerica worth $249K as of Q2 2026.
  • IFC Advisors sold 8 Primerica shares in Q2 2026, an estimated $2.19K.
  • Primerica made up 0.03% of IFC Advisors's portfolio in Q2 2026, its #161 holding.
  • IFC Advisors first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Primerica position peaked at $302K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.