Focus Partners Wealth
PRI icon

Focus Partners Wealth’s Primerica PRI Stock Holding History

Focus Partners 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
2026
Q1 		$1.8M Buy
7,079
+3,543
+100% +$914K ﹤0.01% 1357
2025
Q4 		$914K Buy
3,536
+2,471
+232% +$645K ﹤0.01% 1672
2025
Q3 		$296K Sell
1,065
-117
-10% -$31.4K ﹤0.01% 1851
2025
Q2 		$323K Sell
1,182
-216
-15% -$57.3K ﹤0.01% 1645
2025
Q1 		$398K Buy
1,398
+82
+6% +$23.4K ﹤0.01% 1445
2024
Q4 		$357K Sell
1,316
-156
-11% -$44.2K ﹤0.01% 1472
2024
Q3 		$316K Buy
+1,472
New +$372K ﹤0.01% 1308

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