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Lindbrook Capital’s Primerica PRI Stock Holding History

Lindbrook 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
Q1 		$55.2K Buy
194
+122
+169% +$34.8K 0.01% 956
2024
Q4 		$19.5K Sell
72
-1
-1% -$284 ﹤0.01% 1298
2024
Q3 		$19.4K Hold
73
– – ﹤0.01% 1319
2024
Q2 		$17.3K Sell
73
-27
-27% -$6.12K ﹤0.01% 1328
2024
Q1 		$25.3K Buy
100
+1
+1% +$237 ﹤0.01% 1092
2023
Q4 		$20.4K Buy
99
+47
+90% +$9.61K ﹤0.01% 1166
2023
Q3 		$10.1K Buy
52
+1
+2% +$205 ﹤0.01% 1417
2023
Q2 		$10.1K Sell
51
-1
-2% -$184 ﹤0.01% 1462
2023
Q1 		$8.96K Buy
52
+1
+2% +$164 ﹤0.01% 1512
2022
Q4 		$7.23K Buy
+51
New +$7.11K ﹤0.01% 1597
2022
Q3 		– Sell
-16
Closed -$2K – 2853
2022
Q2 		$2K Sell
16
-14
-47% -$1.76K ﹤0.01% 2031
2022
Q1 		$4K Buy
30
+14
+88% +$1.99K ﹤0.01% 1735
2021
Q4 		$2K Hold
16
– – ﹤0.01% 1811
2021
Q3 		$2K Hold
16
– – ﹤0.01% 1589
2021
Q2 		$2K Hold
16
– – ﹤0.01% 1632
2021
Q1 		$2K Hold
16
– – ﹤0.01% 1589
2020
Q4 		$2K Hold
16
– – ﹤0.01% 1493
2020
Q3 		$2K Hold
16
– – ﹤0.01% 1429
2020
Q2 		$2K Buy
+16
New +$1.7K ﹤0.01% 1422

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's PRI Position: Q1 2025 in Review

Lindbrook Capital increased its Primerica (PRI) stake by 169% in Q1 2025, buying an estimated $34.8K and bringing the position to 194 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #956.

Lindbrook Capital first reported a position in PRI in Q2 2020 and has held it in 19 quarters since. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Lindbrook Capital held 194 shares of Primerica worth $55.2K as of Q1 2025.
  • Lindbrook Capital bought 122 Primerica shares in Q1 2025, an estimated $34.8K.
  • Primerica made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #956 holding.
  • Lindbrook Capital first reported a position in Primerica in Q2 2020 and has held it in 19 quarters since.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.