IFS
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Ifrah Financial Services’s Primerica PRI Stock Holding History

Ifrah Financial 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
2026
Q1 		$254K Sell
1,015
-14
-1% -$3.61K 0.07% 174
2025
Q4 		$266K Sell
1,029
-29
-3% -$7.57K 0.07% 172
2025
Q3 		$294K Sell
1,058
-7
-0.7% -$1.88K 0.08% 160
2025
Q2 		$292K Sell
1,065
-12
-1% -$3.18K 0.08% 159
2025
Q1 		$306K Sell
1,077
-105
-9% -$29.9K 0.09% 149
2024
Q4 		$321K Sell
1,182
-24
-2% -$6.8K 0.09% 149
2024
Q3 		$320K Sell
1,206
-41
-3% -$10.4K 0.09% 155
2024
Q2 		$295K Sell
1,247
-117
-9% -$26.5K 0.08% 162
2024
Q1 		$345K Sell
1,364
-28
-2% -$6.62K 0.1% 153
2023
Q4 		$286K Sell
1,392
-128
-8% -$26.2K 0.08% 166
2023
Q3 		$295K Sell
1,520
-13
-0.8% -$2.66K 0.09% 154
2023
Q2 		$303K Sell
1,533
-20
-1% -$3.67K 0.09% 154
2023
Q1 		$267K Sell
1,553
-35
-2% -$5.74K 0.08% 164
2022
Q4 		$225K Buy
+1,588
New +$221K 0.07% 185
2022
Q2 		– Sell
-1,624
Closed -$222K – 222
2022
Q1 		$222K Buy
1,624
+19
+1% +$2.7K 0.06% 209
2021
Q4 		$246K Buy
1,605
+37
+2% +$5.87K 0.07% 193
2021
Q3 		$241K Buy
1,568
+2
+0.1% +$298 0.07% 187
2021
Q2 		$240K Buy
1,566
+35
+2% +$5.53K 0.07% 186
2021
Q1 		$226K Buy
+1,531
New +$220K 0.07% 195

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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return