IEQ Capital’s Primerica PRI Stock Holding History

IEQ Capital’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	-11,069	Closed	-$3.15M	–	1959
2025 Q1	$3.15M	Buy	11,069 +5,759	+108%	+$1.64M	0.03%	466
2024 Q4	$1.44M	Buy	+5,310	New	+$1.51M	0.01%	580

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's PRI Position: Q2 2025 in Review

IEQ Capital sold out of Primerica (PRI) in Q2 2025, closing a stake of 11,069 shares — an estimated $3.15M sold.

IEQ Capital first reported a position in PRI in Q4 2024 and held it in 2 quarters. The position peaked at $3.15M in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

IEQ Capital reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 11,069 Primerica shares in Q2 2025, an estimated $3.15M.
IEQ Capital first reported a position in Primerica in Q4 2024 and held it in 2 quarters.
IEQ Capital's Primerica position peaked at $3.15M in Q1 2025.
517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.