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LGT Financial Advisors’s Primerica PRI Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-88
Closed -$23.9K – 619
2024
Q4 		$23.9K Hold
88
– – 0.05% 276
2024
Q3 		$23.3K Hold
88
– – 0.06% 251
2024
Q2 		$20.8K Hold
88
– – 0.04% 298
2024
Q1 		$22.3K Hold
88
– – 0.03% 343
2023
Q4 		$18.1K Hold
88
– – 0.02% 375
2023
Q3 		$17.1K Buy
+88
New +$18K 0.02% 379

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LGT Financial Advisors's PRI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Primerica (PRI) in Q1 2025, closing a stake of 88 shares — an estimated $23.9K sold.

LGT Financial Advisors first reported a position in PRI in Q3 2023 and held it in 6 quarters. The position peaked at $23.9K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 88 Primerica shares in Q1 2025, an estimated $23.9K.
  • LGT Financial Advisors first reported a position in Primerica in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Primerica position peaked at $23.9K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.