FFM
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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 – 821
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 $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