Bank of Nova Scotia’s Primerica PRI Stock Holding History

Bank of Nova Scotia’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 Q1	–	Sell	-15,700	Closed	-$4.26M	–	1097
2024 Q4	$4.26M	Buy	+15,700	New	+$4.45M	0.01%	555
2023 Q2	–	Sell	-2,156	Closed	-$371K	–	1132
2023 Q1	$371K	Buy	+2,156	New	+$353K	﹤0.01%	926
2020 Q4	–	Sell	-20,471	Closed	-$2.32M	–	1044
2020 Q3	$2.32M	Buy	+20,471	New	+$2.49M	0.01%	612
2020 Q2	–	Sell	-17,981	Closed	-$1.59M	–	1024
2020 Q1	$1.59M	Sell	17,981 -24,536	-58%	-$2.8M	0.01%	586
2019 Q4	$5.55M	Sell	42,517 -12,344	-23%	-$1.59M	0.01%	507
2019 Q3	$6.98M	Buy	+54,861	New	+$6.62M	0.02%	438
2014 Q2	–	Sell	-42,244	Closed	-$1.99M	–	590
2014 Q1	$1.99M	Buy	+42,244	New	+$1.88M	0.01%	266

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Bank of Nova Scotia's PRI Position: Q1 2025 in Review

Bank of Nova Scotia sold out of Primerica (PRI) in Q1 2025, closing a stake of 15,700 shares — an estimated $4.26M sold.

Bank of Nova Scotia first reported a position in PRI in Q1 2014 and held it in 7 quarters. The position peaked at $6.98M in Q3 2019. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

Bank of Nova Scotia reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
Bank of Nova Scotia sold 15,700 Primerica shares in Q1 2025, an estimated $4.26M.
Bank of Nova Scotia first reported a position in Primerica in Q1 2014 and held it in 7 quarters.
Bank of Nova Scotia's Primerica position peaked at $6.98M in Q3 2019.
509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Bank of Nova Scotia's 13F filing for Q1 2025, filed 9 May 2025.