Harbour Investments’s Primerica PRI Stock Holding History

Harbour Investments’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 Q1	$5.99K	Buy	24 +11	+85%	+$2.84K	﹤0.01%	3510
2025 Q4	$3.36K	Buy	13 +1	+8%	+$261	﹤0.01%	3164
2025 Q3	$3.33K	Buy	12 +3	+33%	+$805	﹤0.01%	3123
2025 Q2	$2.46K	Hold	9	–	–	﹤0.01%	3077
2025 Q1	$2.56K	Hold	9	–	–	﹤0.01%	3020
2024 Q4	$2.44K	Hold	9	–	–	﹤0.01%	2966
2024 Q3	$2.39K	Buy	9 +3	+50%	+$758	﹤0.01%	2877
2024 Q2	$1.42K	Hold	6	–	–	﹤0.01%	2912
2024 Q1	$1.52K	Buy	+6	New	+$1.42K	﹤0.01%	2842
2023 Q1	–	Sell	-24	Closed	-$3.4K	–	3082
2022 Q4	$3.4K	Hold	24	–	–	﹤0.01%	2359
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	2345
2022 Q2	$3K	Buy	+24	New	+$3.02K	﹤0.01%	2345
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	2249
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	3092
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	3162
2021 Q1	$4K	Buy	+24	New	+$3.44K	﹤0.01%	3006

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

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

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