EF
PRI icon

Empowered Funds’s Primerica PRI Stock Holding History

Empowered Funds’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
Q3 		– Sell
-6,695
Closed -$1.83M – 1920
2025
Q2 		$1.83M Buy
6,695
+500
+8% +$133K 0.02% 863
2025
Q1 		$1.76M Buy
+6,195
New +$1.77M 0.03% 801
2023
Q3 		– Sell
-6,096
Closed -$1.21M – 1255
2023
Q2 		$1.21M Sell
6,096
-1,651
-21% -$303K 0.04% 560
2023
Q1 		$1.33M Sell
7,747
-83
-1% -$13.6K 0.08% 249
2022
Q4 		$1.11M Sell
7,830
-151
-2% -$21K 0.07% 253
2022
Q3 		$985K Sell
7,981
-114
-1% -$14.5K 0.1% 175
2022
Q2 		$969K Sell
8,095
-378
-4% -$47.5K 0.12% 171
2022
Q1 		$1.16M Buy
8,473
+3,700
+78% +$525K 0.13% 173
2021
Q4 		$732K Buy
+4,773
New +$757K 0.08% 189

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAMCO Inc
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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Empowered Funds's PRI Position: Q3 2025 in Review

Empowered Funds sold out of Primerica (PRI) in Q3 2025, closing a stake of 6,695 shares — an estimated $1.83M sold.

Empowered Funds first reported a position in PRI in Q4 2021 and held it in 9 quarters. The position peaked at $1.83M in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Empowered Funds reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 6,695 Primerica shares in Q3 2025, an estimated $1.83M.
  • Empowered Funds first reported a position in Primerica in Q4 2021 and held it in 9 quarters.
  • Empowered Funds's Primerica position peaked at $1.83M in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.