Pandora Wealth’s Primerica PRI Stock Holding History

Pandora Wealth’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 Q3	–	Sell	-30	Closed	-$8.21K	–	274
2025 Q2	$8.21K	Buy	+30	New	+$7.95K	0.01%	200

Other funds holding PRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pandora Wealth's PRI Position: Q3 2025 in Review

Pandora Wealth sold out of Primerica (PRI) in Q3 2025, closing a stake of 30 shares — an estimated $8.21K sold.

Pandora Wealth first reported a position in PRI in Q2 2025 and held it in 1 quarter. The position peaked at $8.21K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

Pandora Wealth reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
Pandora Wealth sold 30 Primerica shares in Q3 2025, an estimated $8.21K.
Pandora Wealth first reported a position in Primerica in Q2 2025 and held it in 1 quarter.
Pandora Wealth's Primerica position peaked at $8.21K in Q2 2025.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Pandora Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.