CIBC Private Wealth Group’s Primerica PRI Stock Holding History

CIBC Private Wealth Group’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 Q4	$562K	Buy	2,176 +634	+41%	+$165K	﹤0.01%	849
2025 Q3	$428K	Buy	1,542 +146	+10%	+$39.2K	﹤0.01%	915
2025 Q2	$382K	Buy	1,396 +324	+30%	+$85.9K	﹤0.01%	901
2025 Q1	$262K	Buy	1,072 +259	+32%	+$73.8K	﹤0.01%	988
2024 Q4	$226K	Buy	813 +78	+11%	+$22.1K	﹤0.01%	1110
2024 Q3	$195K	Sell	735 -1,319	-64%	-$333K	﹤0.01%	1200
2024 Q2	$480K	Sell	2,054 -1,174	-36%	-$266K	﹤0.01%	829
2024 Q1	$813K	Sell	3,228 -56	-2%	-$13.2K	﹤0.01%	714
2023 Q4	$676K	Buy	+3,284	New	+$671K	﹤0.01%	732

Other funds holding PRI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Private Wealth Group's PRI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Primerica (PRI) stake by 41% in Q4 2025, buying an estimated $165K and bringing the position to 2,176 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

CIBC Private Wealth Group first reported a position in PRI in Q4 2023 and has held it in 9 quarters since. The position peaked at $813K in Q1 2024. 513 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

CIBC Private Wealth Group held 2,176 shares of Primerica worth $562K as of Q4 2025.
CIBC Private Wealth Group bought 634 Primerica shares in Q4 2025, an estimated $165K.
Primerica made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #849 holding.
CIBC Private Wealth Group first reported a position in Primerica in Q4 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's Primerica position peaked at $813K in Q1 2024.
513 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.