FullCircle Wealth’s Primerica PRI Stock Holding History

FullCircle 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
2025 Q3	$253K	Buy	970 +39	+4%	+$10.5K	0.09%	225
2025 Q2	$247K	Buy	931 +91	+11%	+$24.1K	0.09%	229
2025 Q1	$222K	Buy	840 +115	+16%	+$32.8K	0.09%	214
2024 Q4	$206K	Buy	+725	New	+$206K	0.08%	202

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

FullCircle Wealth's PRI Position: Q3 2025 in Review

FullCircle Wealth increased its Primerica (PRI) stake by 4.2% in Q3 2025, buying an estimated $10.5K and bringing the position to 970 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #225.

FullCircle Wealth first reported a position in PRI in Q4 2024 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

FullCircle Wealth held 970 shares of Primerica worth $253K as of Q3 2025.
FullCircle Wealth bought 39 Primerica shares in Q3 2025, an estimated $10.5K.
Primerica made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #225 holding.
FullCircle Wealth first reported a position in Primerica in Q4 2024 and has held it in 4 quarters since.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.