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Innovative Asset Advisors Group’s Primerica PRI Stock Holding History

Innovative Asset Advisors 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 		– Sell
-25
Closed -$6.26K – 827
2026
Q1 		$6.26K Buy
+25
New +$6.45K ﹤0.01% 733

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Innovative Asset Advisors Group's PRI Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Primerica (PRI) in Q2 2026, closing a stake of 25 shares — an estimated $6.26K sold.

Innovative Asset Advisors Group first reported a position in PRI in Q1 2026 and held it in 1 quarter. The position peaked at $6.26K in Q1 2026. 494 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 25 Primerica shares in Q2 2026, an estimated $6.26K.
  • Innovative Asset Advisors Group first reported a position in Primerica in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Primerica position peaked at $6.26K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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