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Global Financial Private Client’s Primerica PRI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-8
Closed -$2.28K – 1251
2025
Q1 		$2.28K Buy
8
+5
+167% +$1.43K ﹤0.01% 834
2024
Q4 		$814 Buy
+3
New +$851 ﹤0.01% 824

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's PRI Position: Q2 2025 in Review

Global Financial Private Client sold out of Primerica (PRI) in Q2 2025, closing a stake of 8 shares — an estimated $2.28K sold.

Global Financial Private Client first reported a position in PRI in Q4 2024 and held it in 2 quarters. The position peaked at $2.28K in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Global Financial Private Client reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Primerica shares in Q2 2025, an estimated $2.28K.
  • Global Financial Private Client first reported a position in Primerica in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Primerica position peaked at $2.28K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.