Parkside Financial Bank & Trust’s Primerica PRI Stock Holding History

Parkside Financial Bank & Trust’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	$313K	Sell	1,248 -18	-1%	-$4.64K	0.02%	348
2025 Q4	$327K	Buy	1,266 +9	+0.7%	+$2.35K	0.02%	338
2025 Q3	$349K	Sell	1,257 -42	-3%	-$11.3K	0.03%	316
2025 Q2	$355K	Buy	1,299 +1,199	+1,199%	+$318K	0.04%	307
2025 Q1	$28.5K	Sell	100 -4	-4%	-$1.14K	﹤0.01%	1019
2024 Q4	$28.2K	Buy	104 +14	+16%	+$3.97K	﹤0.01%	983
2024 Q3	$23.9K	Buy	90 +18	+25%	+$4.55K	﹤0.01%	1014
2024 Q2	$17K	Buy	72 +28	+64%	+$6.35K	﹤0.01%	1061
2024 Q1	$11.1K	Buy	44 +24	+120%	+$5.68K	﹤0.01%	1139
2023 Q4	$4.12K	Sell	20 -8	-29%	-$1.64K	﹤0.01%	1354
2023 Q3	$5.43K	Buy	28 +7	+33%	+$1.43K	﹤0.01%	1337
2023 Q2	$4.15K	Hold	21	–	–	﹤0.01%	1434
2023 Q1	$3.62K	Sell	21 -23	-52%	-$3.77K	﹤0.01%	1485
2022 Q4	$6.24K	Buy	+44	New	+$6.13K	﹤0.01%	1230
2022 Q2	–	Sell	-29	Closed	-$4K	–	1920
2022 Q1	$4K	Buy	+29	New	+$4.12K	﹤0.01%	1403

Other funds holding PRI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

BWA

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

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

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

Parkside Financial Bank & Trust's PRI Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Primerica (PRI) stake by 1.4% in Q1 2026, selling an estimated $4.64K and leaving 1,248 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #348.

Parkside Financial Bank & Trust first reported a position in PRI in Q1 2022 and has held it in 15 quarters since. The position peaked at $355K in Q2 2025. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Parkside Financial Bank & Trust held 1,248 shares of Primerica worth $313K as of Q1 2026.
Parkside Financial Bank & Trust sold 18 Primerica shares in Q1 2026, an estimated $4.64K.
Primerica made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #348 holding.
Parkside Financial Bank & Trust first reported a position in Primerica in Q1 2022 and has held it in 15 quarters since.
Parkside Financial Bank & Trust's Primerica position peaked at $355K in Q2 2025.
508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.