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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 – 1658
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 – 946
2023
Q4 		$25.9K Buy
+126
New +$25.7K ﹤0.01% 636
2023
Q3 		– Sell
-126
Closed -$25K – 1556
2023
Q2 		$25K Buy
+126
New +$23.1K ﹤0.01% 829

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return