EI
PRI icon

Ethic Inc’s Primerica PRI Stock Holding History

Ethic Inc’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
Q1 		$727K Sell
2,903
-1,334
-31% -$344K 0.01% 744
2025
Q4 		$1.09M Buy
4,237
+1,309
+45% +$341K 0.02% 614
2025
Q3 		$813K Sell
2,928
-188
-6% -$50.5K 0.01% 695
2025
Q2 		$837K Buy
3,116
+9
+0.3% +$2.38K 0.02% 672
2025
Q1 		$895K Buy
3,107
+88
+3% +$25.1K 0.02% 621
2024
Q4 		$819K Sell
3,019
-98
-3% -$27.8K 0.02% 652
2024
Q3 		$788K Sell
3,117
-93
-3% -$23.5K 0.02% 637
2024
Q2 		$759K Buy
3,210
+93
+3% +$21.1K 0.02% 644
2024
Q1 		$788K Buy
3,117
+217
+7% +$51.3K 0.02% 637
2023
Q4 		$597K Buy
2,900
+1,129
+64% +$231K 0.02% 681
2023
Q3 		$344K Buy
1,771
+749
+73% +$153K 0.01% 769
2023
Q2 		$202K Buy
+1,022
New +$188K 0.01% 910

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return