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Sequoia Financial Advisors’s Primerica PRI Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-1,044
Closed -$270K – 2037
2025
Q4 		$270K Buy
+1,044
New +$272K ﹤0.01% 1622
2025
Q3 		– Sell
-848
Closed -$232K – 1798
2025
Q2 		$232K Buy
+848
New +$225K ﹤0.01% 1411

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Sequoia Financial Advisors's PRI Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Primerica (PRI) in Q1 2026, closing a stake of 1,044 shares — an estimated $270K sold.

Sequoia Financial Advisors first reported a position in PRI in Q2 2025 and held it in 2 quarters. The position peaked at $270K in Q4 2025. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,044 Primerica shares in Q1 2026, an estimated $270K.
  • Sequoia Financial Advisors first reported a position in Primerica in Q2 2025 and held it in 2 quarters.
  • Sequoia Financial Advisors's Primerica position peaked at $270K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.