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Harvest Investment Services’s Primerica PRI Stock Holding History

Harvest Investment Services’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
-1,551
Closed -$441K – 346
2025
Q1 		$441K Buy
+1,551
New +$442K 0.12% 168

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BAMCO Inc
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BAM
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State Street
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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

Harvest Investment Services's PRI Position: Q2 2025 in Review

Harvest Investment Services sold out of Primerica (PRI) in Q2 2025, closing a stake of 1,551 shares — an estimated $441K sold.

Harvest Investment Services first reported a position in PRI in Q1 2025 and held it in 1 quarter. The position peaked at $441K in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Harvest Investment Services reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
  • Harvest Investment Services sold 1,551 Primerica shares in Q2 2025, an estimated $441K.
  • Harvest Investment Services first reported a position in Primerica in Q1 2025 and held it in 1 quarter.
  • Harvest Investment Services's Primerica position peaked at $441K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Harvest Investment Services's 13F filing for Q2 2025, filed 14 Aug 2025.