GRP
PRI icon

Global Retirement Partners’s Primerica PRI Stock Holding History

Global Retirement Partners’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
Q4 		$366K Buy
1,415
+1,223
+637% +$319K 0.01% 1130
2025
Q3 		$53.3K Hold
192
– – ﹤0.01% 1853
2025
Q2 		$52.5K Buy
+192
New +$50.9K ﹤0.01% 1748
2024
Q4 		$11.4K Sell
42
-6
-13% -$1.7K ﹤0.01% 2352
2024
Q3 		$12.7K Sell
48
-7
-13% -$1.77K ﹤0.01% 2193
2024
Q2 		$13K Sell
55
-1
-2% -$227 ﹤0.01% 2197
2024
Q1 		$14.2K Sell
56
-2
-3% -$473 ﹤0.01% 1960
2023
Q4 		$12.7K Buy
58
+34
+142% +$6.95K ﹤0.01% 1966
2023
Q3 		$4.62K Buy
24
+11
+85% +$2.25K ﹤0.01% 2219
2023
Q2 		$2.57K Buy
13
+1
+8% +$184 ﹤0.01% 2443
2023
Q1 		$2.15K Buy
12
+5
+71% +$820 ﹤0.01% 2485
2022
Q4 		$993 Hold
7
– – ﹤0.01% 2600
2022
Q3 		$1K Buy
+7
New +$887 ﹤0.01% 2550
2020
Q3 		– Sell
-36
Closed -$4K – 1697
2020
Q2 		$4K Sell
36
-9
-20% -$957 ﹤0.01% 1344
2020
Q1 		$4K Hold
45
– – ﹤0.01% 1294
2019
Q4 		$6K Buy
+45
New +$5.81K ﹤0.01% 1295

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return