Cerity Partners
PRI icon

Cerity Partners’s Primerica PRI Stock Holding History

Cerity 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 		$522K Buy
+2,083
New +$537K ﹤0.01% 2262
2025
Q4 		– Sell
-5,625
Closed -$1.56M – 2989
2025
Q3 		$1.56M Buy
5,625
+1,316
+31% +$353K ﹤0.01% 1400
2025
Q2 		$1.18M Sell
4,309
-892
-17% -$236K ﹤0.01% 1443
2025
Q1 		$1.48M Buy
5,201
+927
+22% +$264K ﹤0.01% 1254
2024
Q4 		$1.14M Buy
4,274
+565
+15% +$160K ﹤0.01% 1354
2024
Q3 		$983K Buy
+3,709
New +$937K ﹤0.01% 1400
2024
Q2 		– Sell
-3,639
Closed -$921K – 2373
2024
Q1 		$921K Buy
+3,639
New +$861K ﹤0.01% 1318

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VPM
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VCM
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Bank of Montreal
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State Street
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BWA
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Geode Capital Management
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return