Mayfair Advisory Group’s Primerica PRI Stock Holding History

Mayfair Advisory Group’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 Q4	–	Sell	-1,058	Closed	-$294K	–	190
2025 Q3	$294K	Hold	1,058	–	–	0.13%	139
2025 Q2	$273K	Buy	1,058 +6	+0.6%	+$1.59K	0.13%	142
2025 Q1	$299K	Buy	1,052 +77	+8%	+$21.9K	0.17%	114
2024 Q4	$265K	Sell	975 -16	-2%	-$4.54K	0.16%	123
2024 Q3	$272K	Hold	991	–	–	0.17%	114
2024 Q2	$240K	Hold	991	–	–	0.16%	116
2024 Q1	$251K	Sell	991 -33	-3%	-$7.8K	0.18%	113
2023 Q4	$213K	Sell	1,024 -9	-0.9%	-$1.84K	0.18%	119
2023 Q3	$207K	Sell	1,033 -30	-3%	-$6.14K	0.2%	118
2023 Q2	$212K	Buy	+1,063	New	+$195K	0.21%	112

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mayfair Advisory Group's PRI Position: Q4 2025 in Review

Mayfair Advisory Group sold out of Primerica (PRI) in Q4 2025, closing a stake of 1,058 shares — an estimated $294K sold.

Mayfair Advisory Group first reported a position in PRI in Q2 2023 and held it in 10 quarters. The position peaked at $299K in Q1 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

Mayfair Advisory Group reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
Mayfair Advisory Group sold 1,058 Primerica shares in Q4 2025, an estimated $294K.
Mayfair Advisory Group first reported a position in Primerica in Q2 2023 and held it in 10 quarters.
Mayfair Advisory Group's Primerica position peaked at $299K in Q1 2025.
511 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Mayfair Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.