Financial Consulate’s Primerica PRI Stock Holding History

Financial Consulate’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	-2	Closed	-$556	–	1423
2025 Q3	$556	Buy	+2	New	+$537	﹤0.01%	968

Other funds holding PRI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Consulate's PRI Position: Q4 2025 in Review

Financial Consulate sold out of Primerica (PRI) in Q4 2025, closing a stake of 2 shares — an estimated $556 sold.

Financial Consulate first reported a position in PRI in Q3 2025 and held it in 1 quarter. The position peaked at $556 in Q3 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

Financial Consulate reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 2 Primerica shares in Q4 2025, an estimated $556.
Financial Consulate first reported a position in Primerica in Q3 2025 and held it in 1 quarter.
Financial Consulate's Primerica position peaked at $556 in Q3 2025.
514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.