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Evergreen Private Wealth’s Primerica PRI Stock Holding History

Evergreen 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
2025
Q4 		– Sell
-21
Closed -$5.83K – 193
2025
Q3 		$5.83K Hold
21
– – ﹤0.01% 174
2025
Q2 		$5.75K Buy
+21
New +$5.57K ﹤0.01% 178

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Private Wealth's PRI Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Primerica (PRI) in Q4 2025, closing a stake of 21 shares — an estimated $5.83K sold.

Evergreen Private Wealth first reported a position in PRI in Q2 2025 and held it in 2 quarters. The position peaked at $5.83K in Q3 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 21 Primerica shares in Q4 2025, an estimated $5.83K.
  • Evergreen Private Wealth first reported a position in Primerica in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Primerica position peaked at $5.83K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.