OIA
PRI icon

OneDigital Investment Advisors’s Primerica PRI Stock Holding History

OneDigital 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 		$1.79M Buy
6,283
+864
+16% +$236K 0.02% 538
2026
Q1 		$1.36M Sell
5,419
-161
-3% -$41.5K 0.01% 590
2025
Q4 		$1.44M Sell
5,580
-10
-0.2% -$2.61K 0.01% 559
2025
Q3 		$1.55M Sell
5,590
-62
-1% -$16.6K 0.02% 518
2025
Q2 		$1.55M Sell
5,652
-26
-0.5% -$6.89K 0.02% 507
2025
Q1 		$1.62M Buy
5,678
+512
+10% +$146K 0.02% 456
2024
Q4 		$1.4M Sell
5,166
-264
-5% -$74.8K 0.02% 523
2024
Q3 		$1.44M Buy
5,430
+86
+2% +$21.7K 0.02% 547
2024
Q2 		$1.26M Buy
5,344
+88
+2% +$20K 0.02% 542
2024
Q1 		$1.33M Buy
5,256
+88
+2% +$20.8K 0.02% 428
2023
Q4 		$1.06M Sell
5,168
-160
-3% -$32.7K 0.02% 456
2023
Q3 		$1.03M Buy
5,328
+4
+0.1% +$819 0.02% 416
2023
Q2 		$1.05M Buy
5,324
+62
+1% +$11.4K 0.02% 402
2023
Q1 		$906K Buy
+5,262
New +$862K 0.02% 414
2019
Q3 		– Sell
-294
Closed -$35K – 1007
2019
Q2 		$35K Hold
294
– – ﹤0.01% 646
2019
Q1 		$36K Hold
294
– – 0.01% 566
2018
Q4 		$29K Buy
+294
New +$32.7K ﹤0.01% 588
2018
Q3 		– Sell
-294
Closed -$29K – 1161
2018
Q2 		$29K Hold
294
– – 0.01% 678
2018
Q1 		$28K Hold
294
– – 0.01% 688
2017
Q4 		$30K Hold
294
– – ﹤0.01% 660
2017
Q3 		$24K Hold
294
– – 0.01% 587
2017
Q2 		$22K Buy
+294
New +$23.1K 0.01% 716

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

OneDigital Investment Advisors's PRI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Primerica (PRI) stake by 16% in Q2 2026, buying an estimated $236K and bringing the position to 6,283 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #538.

OneDigital Investment Advisors first reported a position in PRI in Q2 2017 and has held it in 22 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • OneDigital Investment Advisors held 6,283 shares of Primerica worth $1.79M as of Q2 2026.
  • OneDigital Investment Advisors bought 864 Primerica shares in Q2 2026, an estimated $236K.
  • Primerica made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #538 holding.
  • OneDigital Investment Advisors first reported a position in Primerica in Q2 2017 and has held it in 22 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.