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Moneta Group Investment Advisors’s Primerica PRI Stock Holding History

Moneta Group Investment 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 		$1.63M Sell
5,726
-13
-0.2% -$3.56K 0.01% 321
2026
Q1 		$1.44M Sell
5,739
-101
-2% -$26K 0.01% 309
2025
Q4 		$1.51M Sell
5,840
-2
-0% -$522 0.01% 299
2025
Q3 		$1.62M Sell
5,842
-762
-12% -$205K 0.01% 283
2025
Q2 		$1.81M Buy
6,604
+3,618
+121% +$959K 0.02% 238
2025
Q1 		$850K Sell
2,986
-19
-0.6% -$5.41K 0.01% 310
2024
Q4 		$816K Sell
3,005
-25
-0.8% -$7.09K 0.01% 307
2024
Q3 		$803K Sell
3,030
-26
-0.9% -$6.57K 0.01% 309
2024
Q2 		$723K Buy
3,056
+1,733
+131% +$393K 0.01% 321
2024
Q1 		$335K Buy
1,323
+59
+5% +$14K 0.01% 452
2023
Q4 		$260K Buy
1,264
+26
+2% +$5.31K 0.01% 474
2023
Q3 		$240K Hold
1,238
– – 0.01% 449
2023
Q2 		$245K Hold
1,238
– – 0.01% 462
2023
Q1 		$213K Buy
+1,238
New +$203K 0.01% 486
2022
Q1 		– Sell
-1,931
Closed -$296K – 484
2021
Q4 		$296K Buy
1,931
+271
+16% +$43K 0.01% 383
2021
Q3 		$255K Buy
1,660
+21
+1% +$3.13K 0.01% 388
2021
Q2 		$251K Buy
1,639
+2
+0.1% +$316 0.01% 392
2021
Q1 		$242K Buy
+1,637
New +$235K 0.01% 372

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

Moneta Group Investment Advisors's PRI Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Primerica (PRI) stake by 0.23% in Q2 2026, selling an estimated $3.56K and leaving 5,726 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #321.

Moneta Group Investment Advisors first reported a position in PRI in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.81M in Q2 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Moneta Group Investment Advisors held 5,726 shares of Primerica worth $1.63M as of Q2 2026.
  • Moneta Group Investment Advisors sold 13 Primerica shares in Q2 2026, an estimated $3.56K.
  • Primerica made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #321 holding.
  • Moneta Group Investment Advisors first reported a position in Primerica in Q1 2021 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Primerica position peaked at $1.81M in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.