Sanctuary Advisors’s Primerica PRI Stock Holding History

Sanctuary 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	$833K	Buy	2,931 +123	+4%	+$33.6K	﹤0.01%	1596
2026 Q1	$703K	Sell	2,808 -2,115	-43%	-$545K	﹤0.01%	1551
2025 Q4	$1.27M	Sell	4,923 -406	-8%	-$106K	0.01%	1187
2025 Q3	$1.48M	Buy	5,329 +196	+4%	+$52.6K	0.01%	1060
2025 Q2	$1.4M	Buy	5,133 +85	+2%	+$22.5K	0.01%	1030
2025 Q1	$1.44M	Sell	5,048 -755	-13%	-$215K	0.01%	942
2024 Q4	$1.69M	Buy	5,803 +171	+3%	+$48.5K	0.01%	951
2024 Q3	$1.7M	Buy	5,632 +990	+21%	+$250K	0.01%	965
2024 Q2	$991K	Buy	+4,642	New	+$1.05M	0.01%	1199

Other funds holding PRI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Sanctuary Advisors's PRI Position: Q2 2026 in Review

Sanctuary Advisors increased its Primerica (PRI) stake by 4.4% in Q2 2026, buying an estimated $33.6K and bringing the position to 2,931 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Sanctuary Advisors first reported a position in PRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q3 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Sanctuary Advisors held 2,931 shares of Primerica worth $833K as of Q2 2026.
Sanctuary Advisors bought 123 Primerica shares in Q2 2026, an estimated $33.6K.
Primerica made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1596 holding.
Sanctuary Advisors first reported a position in Primerica in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Primerica position peaked at $1.7M in Q3 2024.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.