CIBC Private Wealth Group
PRI icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return