IFP Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $267K | Sell |
938
-14
| -1% | -$3.83K | ﹤0.01% | 1352 |
|
|
2026
Q1 | $238K | Sell |
952
-9
| -0.9% | -$2.32K | ﹤0.01% | 1296 |
|
|
2025
Q4 | $248K | Sell |
961
-170
| -15% | -$44.3K | 0.01% | 1256 |
|
|
2025
Q3 | $314K | Sell |
1,131
-153
| -12% | -$41.1K | 0.01% | 1074 |
|
|
2025
Q2 | $351K | Buy |
1,284
+22
| +2% | +$5.83K | 0.01% | 986 |
|
|
2025
Q1 | $359K | Buy |
1,262
+98
| +8% | +$27.9K | 0.01% | 905 |
|
|
2024
Q4 | $316K | Buy |
1,164
+77
| +7% | +$21.8K | 0.01% | 920 |
|
|
2024
Q3 | $288K | Buy |
1,087
+560
| +106% | +$141K | 0.01% | 919 |
|
|
2024
Q2 | $125K | Sell |
527
-35
| -6% | -$7.94K | ﹤0.01% | 1269 |
|
|
2024
Q1 | $142K | Buy |
562
+20
| +4% | +$4.73K | 0.01% | 1153 |
|
|
2023
Q4 | $112K | Sell |
542
-75
| -12% | -$15.3K | 0.01% | 1197 |
|
|
2023
Q3 | $120K | Buy |
617
+66
| +12% | +$13.5K | 0.01% | 1175 |
|
|
2023
Q2 | $109K | Buy |
+551
| New | +$101K | ﹤0.01% | 1280 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$17K | – | 4184 |
|
|
2022
Q4 | $17K | Sell |
104
-42
| -29% | -$5.85K | ﹤0.01% | 3035 |
|
|
2022
Q3 | $23K | Buy |
146
+84
| +135% | +$10.6K | ﹤0.01% | 2966 |
|
|
2022
Q2 | $11K | Hold |
62
| – | – | ﹤0.01% | 3343 |
|
|
2022
Q1 | $11K | Buy |
62
+55
| +786% | +$7.81K | ﹤0.01% | 3342 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 2826 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2886 |
|
|
2021
Q2 | $1K | Sell |
7
-3
| -30% | -$474 | ﹤0.01% | 2928 |
|
|
2021
Q1 | $1K | Sell |
10
-146
| -94% | -$20.9K | ﹤0.01% | 2863 |
|
|
2020
Q4 | $20K | Hold |
156
| – | – | ﹤0.01% | 1805 |
|
|
2020
Q3 | $17K | Sell |
156
-2
| -1% | -$243 | ﹤0.01% | 1716 |
|
|
2020
Q2 | $18K | Sell |
158
-1
| -0.6% | -$106 | ﹤0.01% | 1597 |
|
|
2020
Q1 | $15K | Sell |
159
-2
| -1% | -$229 | ﹤0.01% | 1614 |
|
|
2019
Q4 | $21K | Hold |
161
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q3 | $21K | Buy |
+161
| New | +$19.4K | ﹤0.01% | 1742 |
|
|
2019
Q1 | – | Sell |
-179
| Closed | -$17K | – | 3159 |
|
|
2018
Q4 | $17K | Sell |
179
-6
| -3% | -$667 | ﹤0.01% | 2219 |
|
|
2018
Q3 | $22K | Buy |
185
+3
| +2% | +$348 | ﹤0.01% | 2413 |
|
|
2018
Q2 | $18K | Sell |
182
-126
| -41% | -$12.3K | ﹤0.01% | 2536 |
|
|
2018
Q1 | $31K | Hold |
308
| – | – | ﹤0.01% | 2106 |
|
|
2017
Q4 | $31K | Sell |
308
-198
| -39% | -$18.9K | ﹤0.01% | 2131 |
|
|
2017
Q3 | $41K | Buy |
506
+123
| +32% | +$9.61K | ﹤0.01% | 2115 |
|
|
2017
Q2 | $29K | Buy |
383
+175
| +84% | +$13.7K | ﹤0.01% | 2347 |
|
|
2017
Q1 | $17K | Buy |
208
+30
| +17% | +$2.34K | ﹤0.01% | 2609 |
|
|
2016
Q4 | $12K | Sell |
178
-5
| -3% | -$318 | ﹤0.01% | 2800 |
|
|
2016
Q3 | $10K | Sell |
183
-110
| -38% | -$6.08K | ﹤0.01% | 2845 |
|
|
2016
Q2 | $17K | Buy |
+293
| New | +$15.2K | ﹤0.01% | 2456 |
|
|
2016
Q1 | – | Sell |
-305
| Closed | -$14K | – | 3167 |
|
|
2015
Q4 | $14K | Buy |
+305
| New | +$14.9K | ﹤0.01% | 2390 |
|
Other funds holding PRI
BWA
IFP Advisors's PRI Position: Q2 2026 in Review
IFP Advisors reduced its Primerica (PRI) stake by 1.5% in Q2 2026, selling an estimated $3.83K and leaving 938 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.
IFP Advisors first reported a position in PRI in Q4 2015 and has held it in 39 quarters since. The position peaked at $359K in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.
- IFP Advisors held 938 shares of Primerica worth $267K as of Q2 2026.
- IFP Advisors sold 14 Primerica shares in Q2 2026, an estimated $3.83K.
- Primerica made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1352 holding.
- IFP Advisors first reported a position in Primerica in Q4 2015 and has held it in 39 quarters since.
- IFP Advisors's Primerica position peaked at $359K in Q1 2025.
- 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.