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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
Q3 		$273K Sell
1,001
-12
-1% -$3.61K 0.07% 174
2026
Q2 		$288K Sell
1,013
-2
-0.2% -$547 0.07% 175
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

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Ifrah Financial Services's PRI Position: Q3 2026 in Review

Ifrah Financial Services reduced its Primerica (PRI) stake by 1.2% in Q3 2026, selling an estimated $3.61K and leaving 1,001 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #174.

Ifrah Financial Services first reported a position in PRI in Q1 2021 and has held it in 21 quarters since. The position peaked at $345K in Q1 2024. 36 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Ifrah Financial Services held 1,001 shares of Primerica worth $273K as of Q3 2026.
  • Ifrah Financial Services sold 12 Primerica shares in Q3 2026, an estimated $3.61K.
  • Primerica made up 0.07% of Ifrah Financial Services's portfolio in Q3 2026, its #174 holding.
  • Ifrah Financial Services first reported a position in Primerica in Q1 2021 and has held it in 21 quarters since.
  • Ifrah Financial Services's Primerica position peaked at $345K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.