GAMMA Investing’s Primerica PRI Stock Holding History

GAMMA Investing’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 Q2	$929K	Buy	3,268 +995	+44%	+$272K	0.03%	419
2026 Q1	$569K	Buy	2,273 +554	+32%	+$143K	0.03%	523
2025 Q4	$444K	Buy	1,719 +334	+24%	+$87.1K	0.02%	580
2025 Q3	$384K	Buy	1,385 +109	+9%	+$29.3K	0.02%	602
2025 Q2	$349K	Sell	1,276 -282	-18%	-$74.7K	0.02%	611
2025 Q1	$443K	Buy	1,558 +430	+38%	+$123K	0.03%	466
2024 Q4	$306K	Buy	1,128 +146	+15%	+$41.4K	0.03%	534
2024 Q3	$260K	Buy	982 +281	+40%	+$71K	0.03%	517
2024 Q2	$166K	Buy	701 +17	+2%	+$3.85K	0.02%	566
2024 Q1	$173K	Buy	684 +39	+6%	+$9.22K	0.04%	437
2023 Q4	$151K	Buy	+645	New	+$132K	0.04%	395

Other funds holding PRI

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return