Superior Planning, LLC’s Primerica PRI Stock Holding History

Superior Planning, LLC’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 Q3	$545	Buy	+2	New	+$602	﹤0.01%	1875

Other funds holding PRI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

Superior Planning, LLC's PRI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Primerica (PRI) in Q3 2026: 2 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #1875 among its holdings.

367 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Superior Planning, LLC held 2 shares of Primerica worth $545 as of Q3 2026.
Primerica was a new Superior Planning, LLC position in Q3 2026.
Primerica made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1875 holding.
367 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.