SageView Advisory Group’s Primerica PRI Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-20	Closed	-$5.17K	–	1947
2025 Q4	$5.17K	Buy	+20	New	+$5.22K	﹤0.01%	1959

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

SageView Advisory Group's PRI Position: Q1 2026 in Review

SageView Advisory Group sold out of Primerica (PRI) in Q1 2026, closing a stake of 20 shares — an estimated $5.17K sold.

SageView Advisory Group first reported a position in PRI in Q4 2025 and held it in 1 quarter. The position peaked at $5.17K in Q4 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

SageView Advisory Group reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 20 Primerica shares in Q1 2026, an estimated $5.17K.
SageView Advisory Group first reported a position in Primerica in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Primerica position peaked at $5.17K in Q4 2025.
511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.