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Aquatic Capital Management’s Primerica PRI Stock Holding History

Aquatic 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
2026
Q1 		– Sell
-5,997
Closed -$1.55M – 1722
2025
Q4 		$1.55M Buy
5,997
+3,388
+130% +$884K 0.04% 438
2025
Q3 		$724K Sell
2,609
-7,621
-74% -$2.05M 0.01% 776
2025
Q2 		$2.8M Buy
10,230
+6,153
+151% +$1.63M 0.06% 381
2025
Q1 		$1.16M Sell
4,077
-7,361
-64% -$2.1M 0.03% 565
2024
Q4 		$3.1M Buy
+11,438
New +$3.24M 0.08% 288
2024
Q1 		– Sell
-3,400
Closed -$700K – 1559
2023
Q4 		$700K Buy
+3,400
New +$695K 0.02% 548
2023
Q3 		– Sell
-1,900
Closed -$376K – 1563
2023
Q2 		$376K Buy
+1,900
New +$349K 0.02% 508
2022
Q1 		– Sell
-300
Closed -$46K – 1431
2021
Q4 		$46K Buy
+300
New +$47.6K 0.09% 337

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return