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Vident Advisory’s Primerica PRI Stock Holding History

Vident Advisory’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 		$378K Sell
1,329
-97
-7% -$26.5K ﹤0.01% 1504
2026
Q1 		$357K Buy
1,426
+224
+19% +$57.8K ﹤0.01% 1417
2025
Q4 		$311K Sell
1,202
-324
-21% -$84.5K ﹤0.01% 1361
2025
Q3 		$424K Sell
1,526
-250
-14% -$67.1K ﹤0.01% 1258
2025
Q2 		$486K Buy
1,776
+55
+3% +$14.6K 0.01% 1071
2025
Q1 		$490K Buy
1,721
+610
+55% +$174K 0.01% 1041
2024
Q4 		$302K Sell
1,111
-5,918
-84% -$1.68M 0.01% 1175
2024
Q3 		$1.86M Buy
7,029
+2,171
+45% +$548K 0.05% 409
2024
Q2 		$1.15M Buy
4,858
+1,161
+31% +$263K 0.03% 547
2024
Q1 		$935K Buy
3,697
+746
+25% +$176K 0.02% 597
2023
Q4 		$607K Buy
+2,951
New +$603K 0.02% 707

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 $3.38T AUM 44.17% 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

Vident Advisory's PRI Position: Q2 2026 in Review

Vident Advisory reduced its Primerica (PRI) stake by 6.8% in Q2 2026, selling an estimated $26.5K and leaving 1,329 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Vident Advisory first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2024. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vident Advisory held 1,329 shares of Primerica worth $378K as of Q2 2026.
  • Vident Advisory sold 97 Primerica shares in Q2 2026, an estimated $26.5K.
  • Primerica made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1504 holding.
  • Vident Advisory first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
  • Vident Advisory's Primerica position peaked at $1.86M in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.