ORG Partners’s Primerica PRI Stock Holding History

ORG Partners’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	$2.58K	Buy	+10	New	+$2.61K	﹤0.01%	1394
2025 Q3	–	Sell	-126	Closed	-$35K	–	1656
2025 Q2	$35K	Hold	126	–	–	0.01%	623
2025 Q1	$36.3K	Hold	126	–	–	0.01%	557
2024 Q4	$34.2K	Hold	126	–	–	﹤0.01%	629
2024 Q3	$33.4K	Hold	126	–	–	0.01%	594
2024 Q2	$29.9K	Buy	+126	New	+$28.6K	﹤0.01%	970
2024 Q1	–	Sell	-126	Closed	-$25.9K	–	933
2023 Q4	$25.9K	Buy	+126	New	+$25.7K	﹤0.01%	636
2023 Q3	–	Sell	-126	Closed	-$25K	–	1545
2023 Q2	$25K	Buy	+126	New	+$23.1K	﹤0.01%	829

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 $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ORG Partners's PRI Position: Q4 2025 in Review

ORG Partners opened a new position in Primerica (PRI) in Q4 2025: 10 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: ORG Partners previously reported a position in PRI as recently as Q2 2025.

ORG Partners first reported a position in PRI in Q2 2023 and has held it in 8 quarters since. The position peaked at $36.3K in Q1 2025. 513 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

ORG Partners held 10 shares of Primerica worth $2.58K as of Q4 2025.
Primerica was a new ORG Partners position in Q4 2025.
Primerica made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1394 holding.
ORG Partners first reported a position in Primerica in Q2 2023 and has held it in 8 quarters since.
ORG Partners's Primerica position peaked at $36.3K in Q1 2025.
513 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.