MAS
PRI icon

Meeder Advisory Services’s Primerica PRI Stock Holding History

Meeder Advisory 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
Q1 		$668K Sell
2,668
-498
-16% -$128K 0.03% 336
2025
Q4 		$818K Sell
3,166
-30
-0.9% -$7.83K 0.04% 310
2025
Q3 		$887K Sell
3,196
-203
-6% -$54.5K 0.04% 287
2025
Q2 		$930K Sell
3,399
-39
-1% -$10.3K 0.05% 267
2025
Q1 		$978K Sell
3,438
-67
-2% -$19.1K 0.06% 243
2024
Q4 		$951K Buy
+3,505
New +$994K 0.06% 241
2023
Q3 		– Sell
-1,703
Closed -$337K – 432
2023
Q2 		$337K Buy
1,703
+27
+2% +$4.96K 0.04% 341
2023
Q1 		$289K Buy
+1,676
New +$275K 0.03% 367

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