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NBC Securities’s Primerica PRI Stock Holding History

NBC Securities’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 		$1.89M Buy
7,549
+163
+2% +$42K 0.14% 160
2025
Q4 		$1.91M Buy
7,386
+200
+3% +$52.2K 0.14% 158
2025
Q3 		$1.99M Buy
7,186
+166
+2% +$44.6K 0.15% 150
2025
Q2 		$1.92M Buy
7,020
+235
+3% +$62.3K 0.16% 157
2025
Q1 		$1.93M Buy
6,785
+6,779
+112,983% +$1.93M 0.16% 131
2024
Q4 		$1.8K Sell
6
-6,426
-100% -$1.82M 0.16% 134
2024
Q3 		$1.71M Buy
6,432
+147
+2% +$37.1K 0.14% 150
2024
Q2 		$1.49M Buy
6,285
+1,378
+28% +$313K 0.14% 154
2024
Q1 		$1.24M Buy
4,907
+683
+16% +$162K 0.12% 187
2023
Q4 		$869K Buy
4,224
+897
+27% +$183K 0.09% 242
2023
Q3 		$645K Buy
+3,327
New +$681K 0.07% 299

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