Dogwood Wealth Management’s Primerica PRI Stock Holding History

Dogwood Wealth Management’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	$5.4K	Hold	19	–	–	﹤0.01%	495
2026 Q1	$4.76K	Sell	19 -11	-37%	-$2.84K	﹤0.01%	483
2025 Q4	$7.75K	Sell	30 -26	-46%	-$6.78K	﹤0.01%	340
2025 Q3	$15.5K	Buy	56 +11	+24%	+$2.95K	0.01%	217
2025 Q2	$12.3K	Buy	+45	New	+$11.9K	0.01%	239

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

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

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

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return