Lido Advisors
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Lido Advisors’s Primerica PRI Stock Holding History

Lido 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 		$313K Buy
+1,102
New +$301K ﹤0.01% 1733
2026
Q1 		– Sell
-745
Closed -$207K – 2091
2025
Q4 		$207K Sell
745
-1
-0.1% -$261 ﹤0.01% 1753
2025
Q3 		$207K Sell
746
-49
-6% -$13.2K ﹤0.01% 1664
2025
Q2 		$218K Buy
+795
New +$211K ﹤0.01% 1489

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

Lido Advisors's PRI Position: Q2 2026 in Review

Lido Advisors opened a new position in Primerica (PRI) in Q2 2026: 1,102 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #1733 among its holdings. This is a return to the name: Lido Advisors previously reported a position in PRI as recently as Q4 2025.

Lido Advisors first reported a position in PRI in Q2 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Lido Advisors held 1,102 shares of Primerica worth $313K as of Q2 2026.
  • Primerica was a new Lido Advisors position in Q2 2026.
  • Primerica made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1733 holding.
  • Lido Advisors first reported a position in Primerica in Q2 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.