Arax Advisory Partners’s Primerica PRI Stock Holding History

Arax Advisory Partners’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	$89.8K	Buy	342 +133	+64%	+$34.3K	﹤0.01%	1442
2025 Q4	$54K	Sell	209 -2,081	-91%	-$543K	﹤0.01%	1570
2025 Q3	$636K	Buy	2,290 +2,077	+975%	+$558K	0.01%	816
2025 Q2	$58.3K	Buy	213 +57	+37%	+$15.1K	﹤0.01%	1162
2025 Q1	$44.4K	Buy	156 +122	+359%	+$34.8K	﹤0.01%	993
2024 Q4	$9.23K	Buy	34 +2	+6%	+$567	﹤0.01%	1515
2024 Q3	$8.48K	Buy	32 +18	+129%	+$4.55K	﹤0.01%	1487
2024 Q2	$3.31K	Hold	14	–	–	﹤0.01%	1782
2024 Q1	$3.54K	Hold	14	–	–	﹤0.01%	964
2023 Q4	$2.88K	Hold	14	–	–	﹤0.01%	973
2023 Q3	$2.72K	Sell	14 -7	-33%	-$1.43K	﹤0.01%	969
2023 Q2	$4.15K	Sell	21 -11	-34%	-$2.02K	﹤0.01%	904
2023 Q1	$5.51K	Sell	32 -1	-3%	-$164	﹤0.01%	820
2022 Q4	$4.68K	Hold	33	–	–	﹤0.01%	815
2022 Q3	$4K	Buy	33 +5	+18%	+$634	﹤0.01%	868
2022 Q2	$3K	Buy	28 +17	+155%	+$2.14K	﹤0.01%	906
2022 Q1	$2K	Sell	11 -4	-27%	-$568	﹤0.01%	958
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	916
2021 Q3	$2K	Buy	15 +7	+88%	+$1.04K	﹤0.01%	855
2021 Q2	$1K	Buy	+8	New	+$1.26K	﹤0.01%	894

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return