Edge Financial Advisors’s Primerica PRI Stock Holding History

Edge Financial Advisors’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
2024 Q2	–	Sell	-1,426	Closed	-$361K	–	123
2024 Q1	$361K	Buy	+1,426	New	+$337K	0.32%	83

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Financial Advisors's PRI Position: Q2 2024 in Review

Edge Financial Advisors sold out of Primerica (PRI) in Q2 2024, closing a stake of 1,426 shares — an estimated $361K sold.

Edge Financial Advisors first reported a position in PRI in Q1 2024 and held it in 1 quarter. The position peaked at $361K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

Edge Financial Advisors reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
Edge Financial Advisors sold 1,426 Primerica shares in Q2 2024, an estimated $361K.
Edge Financial Advisors first reported a position in Primerica in Q1 2024 and held it in 1 quarter.
Edge Financial Advisors's Primerica position peaked at $361K in Q1 2024.
408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.