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Forum Financial Management’s Primerica PRI Stock Holding History

Forum Financial Management’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 		– Sell
-1,178
Closed -$304K – 820
2025
Q4 		$304K Hold
1,178
– – ﹤0.01% 742
2025
Q3 		$327K Buy
1,178
+1
+0.1% +$268 ﹤0.01% 690
2025
Q2 		$322K Buy
1,177
+2
+0.2% +$530 ﹤0.01% 636
2025
Q1 		$334K Sell
1,175
-97
-8% -$27.6K 0.01% 543
2024
Q4 		$345K Hold
1,272
– – 0.01% 532
2024
Q3 		$337K Buy
1,272
+2
+0.2% +$505 0.01% 466
2024
Q2 		$300K Buy
1,270
+1
+0.1% +$227 0.01% 479
2024
Q1 		$321K Hold
1,269
– – 0.01% 471
2023
Q4 		$261K Hold
1,269
– – ﹤0.01% 522
2023
Q3 		$246K Hold
1,269
– – 0.01% 494
2023
Q2 		$251K Hold
1,269
– – 0.01% 500
2023
Q1 		$219K Buy
+1,269
New +$208K 0.01% 523

Other funds holding PRI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Forum Financial Management's PRI Position: Q1 2026 in Review

Forum Financial Management sold out of Primerica (PRI) in Q1 2026, closing a stake of 1,178 shares — an estimated $304K sold.

Forum Financial Management first reported a position in PRI in Q1 2023 and held it in 12 quarters. The position peaked at $345K in Q4 2024. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Forum Financial Management reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,178 Primerica shares in Q1 2026, an estimated $304K.
  • Forum Financial Management first reported a position in Primerica in Q1 2023 and held it in 12 quarters.
  • Forum Financial Management's Primerica position peaked at $345K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.