Steward Partners Investment Advisory’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $510K | Sell |
1,796
-56
| -3% | -$15.3K | ﹤0.01% | 1680 |
|
|
2026
Q1 | $464K | Sell |
1,852
-98
| -5% | -$25.3K | ﹤0.01% | 1564 |
|
|
2025
Q4 | $504K | Sell |
1,950
-2,892
| -60% | -$754K | ﹤0.01% | 1418 |
|
|
2025
Q3 | $1.34M | Sell |
4,842
-158
| -3% | -$42.4K | 0.01% | 926 |
|
|
2025
Q2 | $1.37M | Buy |
5,000
+692
| +16% | +$183K | 0.01% | 858 |
|
|
2025
Q1 | $1.23M | Buy |
4,308
+2,261
| +110% | +$644K | 0.01% | 830 |
|
|
2024
Q4 | $556K | Buy |
2,047
+268
| +15% | +$76K | ﹤0.01% | 1106 |
|
|
2024
Q3 | $472K | Buy |
1,779
+267
| +18% | +$67.4K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $358K | Hold |
1,512
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q1 | $382K | Sell |
1,512
-91
| -6% | -$21.5K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $330K | Buy |
1,603
+149
| +10% | +$30.4K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $282K | Buy |
1,454
+186
| +15% | +$38.1K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $251K | Sell |
1,268
-11
| -0.9% | -$2.02K | ﹤0.01% | 1185 |
|
|
2023
Q1 | $220K | Buy |
1,279
+412
| +48% | +$67.5K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $123K | Buy |
867
+432
| +99% | +$60.2K | ﹤0.01% | 1461 |
|
|
2022
Q3 | $54K | Buy |
435
+22
| +5% | +$2.79K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $49K | Sell |
413
-73
| -15% | -$9.18K | ﹤0.01% | 1825 |
|
|
2022
Q1 | $66K | Sell |
486
-14
| -3% | -$1.99K | ﹤0.01% | 1776 |
|
|
2021
Q4 | $77K | Buy |
500
+104
| +26% | +$16.5K | ﹤0.01% | 1709 |
|
|
2021
Q3 | $61K | Hold |
396
| – | – | ﹤0.01% | 1787 |
|
|
2021
Q2 | $61K | Hold |
396
| – | – | ﹤0.01% | 2919 |
|
|
2021
Q1 | $58.5K | Hold |
396
| – | – | ﹤0.01% | 1900 |
|
|
2020
Q4 | $53K | Buy |
396
+18
| +5% | +$2.26K | ﹤0.01% | 1648 |
|
|
2020
Q3 | $43K | Buy |
378
+219
| +138% | +$26.6K | ﹤0.01% | 1567 |
|
|
2020
Q2 | $19K | Sell |
159
-37
| -19% | -$3.94K | ﹤0.01% | 1796 |
|
|
2020
Q1 | $17K | Buy |
196
+42
| +27% | +$4.8K | ﹤0.01% | 1673 |
|
|
2019
Q4 | $20K | Hold |
154
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q3 | $19K | Buy |
154
+27
| +21% | +$3.26K | ﹤0.01% | 1748 |
|
|
2019
Q2 | $15K | Buy |
+127
| New | +$15.7K | ﹤0.01% | 1817 |
|
|
2018
Q4 | – | Sell |
-96
| Closed | -$12K | – | 1787 |
|
|
2018
Q3 | $12K | Buy |
96
+50
| +109% | +$5.8K | ﹤0.01% | 1804 |
|
|
2018
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 2004 |
|
|
2018
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 1860 |
|
|
2017
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 1576 |
|
|
2017
Q3 | $3K | Sell |
46
-13
| -22% | -$1.01K | ﹤0.01% | 1420 |
|
|
2017
Q2 | $4K | Buy |
59
+39
| +195% | +$3.06K | ﹤0.01% | 1287 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1430 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$1.27K | ﹤0.01% | 822 |
|
Other funds holding PRI
BWA
Steward Partners Investment Advisory's PRI Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Primerica (PRI) stake by 3% in Q2 2026, selling an estimated $15.3K and leaving 1,796 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.
Steward Partners Investment Advisory first reported a position in PRI in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.37M in Q2 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.
- Steward Partners Investment Advisory held 1,796 shares of Primerica worth $510K as of Q2 2026.
- Steward Partners Investment Advisory sold 56 Primerica shares in Q2 2026, an estimated $15.3K.
- Primerica made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1680 holding.
- Steward Partners Investment Advisory first reported a position in Primerica in Q4 2016 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Primerica position peaked at $1.37M in Q2 2025.
- 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.