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Cynosure Group’s Primerica PRI Stock Holding History

Cynosure 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 		– Sell
-2,982
Closed -$828K – 500
2025
Q3 		$828K Sell
2,982
-1
-0% -$268 0.09% 88
2025
Q2 		$816K Buy
2,983
+571
+24% +$151K 0.09% 114
2025
Q1 		$686K Buy
2,412
+160
+7% +$45.6K 0.09% 110
2024
Q4 		$611K Sell
2,252
-772
-26% -$219K 0.09% 107
2024
Q3 		$802K Buy
3,024
+1,372
+83% +$346K 0.12% 94
2024
Q2 		$391K Buy
1,652
+409
+33% +$92.8K 0.06% 211
2024
Q1 		$314K Buy
+1,243
New +$294K 0.06% 265

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 $5.72T 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 $269B 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

Cynosure Group's PRI Position: Q4 2025 in Review

Cynosure Group sold out of Primerica (PRI) in Q4 2025, closing a stake of 2,982 shares — an estimated $828K sold.

Cynosure Group first reported a position in PRI in Q1 2024 and held it in 7 quarters. The position peaked at $828K in Q3 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Cynosure Group reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 2,982 Primerica shares in Q4 2025, an estimated $828K.
  • Cynosure Group first reported a position in Primerica in Q1 2024 and held it in 7 quarters.
  • Cynosure Group's Primerica position peaked at $828K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.