Bell Investment Advisors’s Primerica PRI Stock Holding History

Bell Investment Advisors’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	$2.76K	Buy	11 +2	+22%	+$516	﹤0.01%	1202
2025 Q4	$2.33K	Hold	9	–	–	﹤0.01%	1296
2025 Q3	$2.5K	Hold	9	–	–	﹤0.01%	1246
2025 Q2	$2.46K	Hold	9	–	–	﹤0.01%	1286
2025 Q1	$2.56K	Hold	9	–	–	﹤0.01%	1206
2024 Q4	$2.44K	Hold	9	–	–	﹤0.01%	1247
2024 Q3	$2.39K	Hold	9	–	–	﹤0.01%	1275
2024 Q2	$2.13K	Hold	9	–	–	﹤0.01%	1324
2024 Q1	$2.28K	Hold	9	–	–	﹤0.01%	1301
2023 Q4	$1.85K	Hold	9	–	–	﹤0.01%	1358
2023 Q3	$1.75K	Hold	9	–	–	﹤0.01%	1346
2023 Q2	$1.78K	Hold	9	–	–	﹤0.01%	1358
2023 Q1	$1.55K	Hold	9	–	–	﹤0.01%	1388
2022 Q4	$1.28K	Buy	9 +4	+80%	+$557	﹤0.01%	1480
2022 Q3	$1K	Sell	5 -4	-44%	-$507	﹤0.01%	1533
2022 Q2	$1K	Buy	+9	New	+$1.13K	﹤0.01%	1551
2021 Q4	$1K	Sell	5 -5	-50%	-$793	﹤0.01%	1563
2021 Q3	$2K	Buy	+10	New	+$1.49K	﹤0.01%	1133

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