DiNuzzo Private Wealth’s Primerica PRI Stock Holding History

DiNuzzo Private Wealth’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 Q2	$2.84K	Sell	10 -1	-9%	-$274	﹤0.01%	559
2026 Q1	$2.76K	Hold	11	–	–	﹤0.01%	537
2025 Q4	$2.84K	Hold	11	–	–	﹤0.01%	523
2025 Q3	$2.96K	Hold	11	–	–	﹤0.01%	506
2025 Q2	$3.01K	Sell	11 -1	-8%	-$265	﹤0.01%	489
2025 Q1	$3.42K	Buy	12 +1	+9%	+$285	﹤0.01%	431
2024 Q4	$2.99K	Sell	11 -2	-15%	-$567	﹤0.01%	468
2024 Q3	$3.45K	Buy	13 +2	+18%	+$505	﹤0.01%	444
2024 Q2	$2.6K	Buy	11 +1	+10%	+$227	﹤0.01%	432
2024 Q1	$2.53K	Hold	10	–	–	﹤0.01%	394
2023 Q4	$2.06K	Buy	+10	New	+$2.04K	﹤0.01%	427

Other funds holding PRI

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return