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Transamerica Financial Advisors’s Primerica PRI Stock Holding History

Transamerica 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
Q2 		$1.44K Sell
5
-4
-44% -$1.09K ﹤0.01% 1396
2026
Q1 		$2.27K Buy
9
+2
+29% +$516 ﹤0.01% 1180
2025
Q4 		$1.82K Buy
7
+1
+17% +$261 ﹤0.01% 1142
2025
Q3 		$1.39K Buy
+6
New +$1.61K ﹤0.01% 1117

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

Transamerica Financial Advisors's PRI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Primerica (PRI) stake by 44% in Q2 2026, selling an estimated $1.09K and leaving 5 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Transamerica Financial Advisors first reported a position in PRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.27K in Q1 2026. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Transamerica Financial Advisors held 5 shares of Primerica worth $1.44K as of Q2 2026.
  • Transamerica Financial Advisors sold 4 Primerica shares in Q2 2026, an estimated $1.09K.
  • Primerica made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1396 holding.
  • Transamerica Financial Advisors first reported a position in Primerica in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Primerica position peaked at $2.27K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.