Meeder Advisory Services’s Primerica PRI Stock Holding History

Meeder Advisory Services’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	$769K	Buy	2,705 +37	+1%	+$10.1K	0.03%	339
2026 Q1	$668K	Sell	2,668 -498	-16%	-$128K	0.03%	336
2025 Q4	$818K	Sell	3,166 -30	-0.9%	-$7.83K	0.04%	310
2025 Q3	$887K	Sell	3,196 -203	-6%	-$54.5K	0.04%	287
2025 Q2	$930K	Sell	3,399 -39	-1%	-$10.3K	0.05%	267
2025 Q1	$978K	Sell	3,438 -67	-2%	-$19.1K	0.06%	243
2024 Q4	$951K	Buy	+3,505	New	+$994K	0.06%	241
2023 Q3	–	Sell	-1,703	Closed	-$337K	–	432
2023 Q2	$337K	Buy	1,703 +27	+2%	+$4.96K	0.04%	341
2023 Q1	$289K	Buy	+1,676	New	+$275K	0.03%	367

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's PRI Position: Q2 2026 in Review

Meeder Advisory Services increased its Primerica (PRI) stake by 1.4% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,705 shares worth $769K. The position accounts for 0.03% of the portfolio, ranked #339.

Meeder Advisory Services first reported a position in PRI in Q1 2023 and has held it in 9 quarters since. The position peaked at $978K in Q1 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Meeder Advisory Services held 2,705 shares of Primerica worth $769K as of Q2 2026.
Meeder Advisory Services bought 37 Primerica shares in Q2 2026, an estimated $10.1K.
Primerica made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #339 holding.
Meeder Advisory Services first reported a position in Primerica in Q1 2023 and has held it in 9 quarters since.
Meeder Advisory Services's Primerica position peaked at $978K in Q1 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.