Mayfair Advisory Group’s Primerica PRI Stock Holding History

Mayfair Advisory 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	$236K	Buy	+749	New	+$205K	0.07%	165
2025 Q4	–	Sell	-1,058	Closed	-$294K	–	190
2025 Q3	$294K	Hold	1,058	–	–	0.13%	139
2025 Q2	$273K	Buy	1,058 +6	+0.6%	+$1.59K	0.13%	142
2025 Q1	$299K	Buy	1,052 +77	+8%	+$21.9K	0.17%	114
2024 Q4	$265K	Sell	975 -16	-2%	-$4.54K	0.16%	123
2024 Q3	$272K	Hold	991	–	–	0.17%	114
2024 Q2	$240K	Hold	991	–	–	0.16%	116
2024 Q1	$251K	Sell	991 -33	-3%	-$7.8K	0.18%	113
2023 Q4	$213K	Sell	1,024 -9	-0.9%	-$1.84K	0.18%	119
2023 Q3	$207K	Sell	1,033 -30	-3%	-$6.14K	0.2%	118
2023 Q2	$212K	Buy	+1,063	New	+$195K	0.21%	112

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

Mayfair Advisory Group's PRI Position: Q2 2026 in Review

Mayfair Advisory Group opened a new position in Primerica (PRI) in Q2 2026: 749 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Mayfair Advisory Group previously reported a position in PRI as recently as Q3 2025.

Mayfair Advisory Group first reported a position in PRI in Q2 2023 and has held it in 11 quarters since. The position peaked at $299K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Mayfair Advisory Group held 749 shares of Primerica worth $236K as of Q2 2026.
Primerica was a new Mayfair Advisory Group position in Q2 2026.
Primerica made up 0.07% of Mayfair Advisory Group's portfolio in Q2 2026, its #165 holding.
Mayfair Advisory Group first reported a position in Primerica in Q2 2023 and has held it in 11 quarters since.
Mayfair Advisory Group's Primerica position peaked at $299K in Q1 2025.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.