Full Sail Capital’s Primerica PRI Stock Holding History

Full Sail Capital’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 Q3	$236K	Buy	849 +29	+4%	+$7.79K	0.01%	279
2025 Q2	$224K	Buy	820 +39	+5%	+$10.3K	0.01%	214
2025 Q1	$222K	Sell	781 -15	-2%	-$4.27K	0.01%	155
2024 Q4	$216K	Buy	796 +22	+3%	+$6.24K	0.01%	151
2024 Q3	$205K	Buy	+774	New	+$195K	0.01%	156
2022 Q1	–	Sell	-1,511	Closed	-$229K	–	166
2021 Q4	$229K	Hold	1,511	–	–	0.02%	148
2021 Q3	$232K	Hold	1,511	–	–	0.02%	140
2021 Q2	$231K	Hold	1,511	–	–	0.02%	149
2021 Q1	$232K	Buy	+1,511	New	+$217K	0.02%	153
2019 Q4	–	Sell	-1,730	Closed	-$222K	–	175
2019 Q3	$222K	Buy	+1,730	New	+$209K	0.05%	157
2019 Q2	–	Sell	-1,733	Closed	-$212K	–	154
2019 Q1	$212K	Buy	+1,733	New	+$200K	0.07%	139

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Full Sail Capital's PRI Position: Q3 2025 in Review

Full Sail Capital increased its Primerica (PRI) stake by 3.5% in Q3 2025, buying an estimated $7.79K and bringing the position to 849 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #279.

Full Sail Capital first reported a position in PRI in Q1 2019 and has held it in 11 quarters since. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

Full Sail Capital held 849 shares of Primerica worth $236K as of Q3 2025.
Full Sail Capital bought 29 Primerica shares in Q3 2025, an estimated $7.79K.
Primerica made up 0.01% of Full Sail Capital's portfolio in Q3 2025, its #279 holding.
Full Sail Capital first reported a position in Primerica in Q1 2019 and has held it in 11 quarters since.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.