MCM
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MAI Capital Management’s Primerica PRI Stock Holding History

MAI Capital Management’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 		$41.6K Buy
166
+55
+50% +$14.2K ﹤0.01% 2347
2025
Q4 		$28.8K Sell
111
-73
-40% -$19K ﹤0.01% 2326
2025
Q3 		$51.1K Sell
184
-43
-19% -$11.5K ﹤0.01% 1913
2025
Q2 		$62.1K Buy
227
+140
+161% +$37.1K ﹤0.01% 1738
2025
Q1 		$24.8K Sell
87
-9
-9% -$2.56K ﹤0.01% 2090
2024
Q4 		$26.1K Buy
+96
New +$27.2K ﹤0.01% 2095
2024
Q3 		– Sell
-1,517
Closed -$359K – 1213
2024
Q2 		$359K Buy
1,517
+170
+13% +$38.6K ﹤0.01% 935
2024
Q1 		$341K Buy
1,347
+3
+0.2% +$710 ﹤0.01% 933
2023
Q4 		$277K Buy
1,344
+288
+27% +$58.9K ﹤0.01% 900
2023
Q3 		$205K Buy
+1,056
New +$216K ﹤0.01% 958

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