NAAA
PRI icon

New Age Alpha Advisors’s Primerica PRI Stock Holding History

New Age Alpha 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 		$1.13M Sell
3,992
-84
-2% -$23K 0.05% 429
2026
Q1 		$1.02M Sell
4,076
-86
-2% -$22.2K 0.05% 404
2025
Q4 		$1.08M Sell
4,162
-2,793
-40% -$729K 0.05% 391
2025
Q3 		$1.93M Sell
6,955
-205
-3% -$55K 0.08% 312
2025
Q2 		$1.96M Buy
7,160
+404
+6% +$107K 0.09% 311
2025
Q1 		$1.92M Buy
+6,756
New +$1.92M 0.09% 320

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

New Age Alpha Advisors's PRI Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Primerica (PRI) stake by 2.1% in Q2 2026, selling an estimated $23K and leaving 3,992 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #429.

New Age Alpha Advisors first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.96M in Q2 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • New Age Alpha Advisors held 3,992 shares of Primerica worth $1.13M as of Q2 2026.
  • New Age Alpha Advisors sold 84 Primerica shares in Q2 2026, an estimated $23K.
  • Primerica made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #429 holding.
  • New Age Alpha Advisors first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Primerica position peaked at $1.96M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.