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Applied Finance Capital Management’s Primerica PRI Stock Holding History

Applied Finance Capital Management’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
2025
Q3 		– Sell
-839
Closed -$230K – 316
2025
Q2 		$230K Hold
839
– – 0.02% 291
2025
Q1 		$239K Buy
839
+42
+5% +$12K 0.02% 267
2024
Q4 		$216K Hold
797
– – 0.01% 288
2024
Q3 		$211K Buy
+797
New +$201K 0.01% 289

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Applied Finance Capital Management's PRI Position: Q3 2025 in Review

Applied Finance Capital Management sold out of Primerica (PRI) in Q3 2025, closing a stake of 839 shares — an estimated $230K sold.

Applied Finance Capital Management first reported a position in PRI in Q3 2024 and held it in 4 quarters. The position peaked at $239K in Q1 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Applied Finance Capital Management reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 839 Primerica shares in Q3 2025, an estimated $230K.
  • Applied Finance Capital Management first reported a position in Primerica in Q3 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Primerica position peaked at $239K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.