CFC Planning Company’s Primerica PRI Stock Holding History

CFC Planning Company’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 Q2	–	Sell	-756	Closed	-$215K	–	103
2025 Q1	$215K	Buy	+756	New	+$215K	0.23%	73

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CFC Planning Company's PRI Position: Q2 2025 in Review

CFC Planning Company sold out of Primerica (PRI) in Q2 2025, closing a stake of 756 shares — an estimated $215K sold.

CFC Planning Company first reported a position in PRI in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

CFC Planning Company reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
CFC Planning Company sold 756 Primerica shares in Q2 2025, an estimated $215K.
CFC Planning Company first reported a position in Primerica in Q1 2025 and held it in 1 quarter.
CFC Planning Company's Primerica position peaked at $215K in Q1 2025.
517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.