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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

PRI holding history

Primerica, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRI overviewAll 13F holders of PRIFull Q2 2026 holdings

Shares (Q2 2026)
3,059
Value
$869.4K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2023
Holdings of PRI by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,059$869.4K<0.1%+3,059NewHolders
Q4 20250$00.0%−722−100.0%Sold outHolders
Q3 2025722$200.4K<0.1%+722NewHolders
Q1 20240$00.0%−1,079−100.0%Sold outHolders
Q4 20231,079$222.0K<0.1%−515−32.3%ReducedHolders
Q3 20231,594$309.2K<0.1%+1,594NewHolders