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Mount Yale Investment Advisors’s Primerica PRI Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-631
Closed -$173K – 1369
2025
Q2 		$173K Buy
+631
New +$167K 0.01% 561
2023
Q4 		– Sell
-1,074
Closed -$208K – 533
2023
Q3 		$208K Sell
1,074
-267
-20% -$54.7K 0.02% 467
2023
Q2 		$265K Sell
1,341
-105
-7% -$19.3K 0.03% 417
2023
Q1 		$249K Sell
1,446
-198
-12% -$32.5K 0.03% 420
2022
Q4 		$233K Buy
+1,644
New +$229K 0.03% 412
2021
Q1 		– Sell
-1,599
Closed -$214K – 446
2020
Q4 		$214K Buy
+1,599
New +$201K 0.03% 366
2019
Q2 		– Sell
-2,295
Closed -$280K – 335
2019
Q1 		$280K Sell
2,295
-33
-1% -$3.8K 0.05% 266
2018
Q4 		$269K Sell
2,328
-243
-9% -$27K 0.05% 267
2018
Q3 		$300K Sell
2,571
-163
-6% -$18.9K 0.05% 254
2018
Q2 		$272K Sell
2,734
-14
-0.5% -$1.37K 0.05% 267
2018
Q1 		$265K Buy
+2,748
New +$276K 0.06% 256

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Mount Yale Investment Advisors's PRI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Primerica (PRI) in Q3 2025, closing a stake of 631 shares — an estimated $173K sold.

Mount Yale Investment Advisors first reported a position in PRI in Q1 2018 and held it in 11 quarters. The position peaked at $300K in Q3 2018. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 631 Primerica shares in Q3 2025, an estimated $173K.
  • Mount Yale Investment Advisors first reported a position in Primerica in Q1 2018 and held it in 11 quarters.
  • Mount Yale Investment Advisors's Primerica position peaked at $300K in Q3 2018.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.