PFW Advisors’s Primerica PRI Stock Holding History

PFW Advisors’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 Q2	$432K	Hold	1,521	–	–	0.13%	93
2026 Q1	$381K	Hold	1,521	–	–	0.12%	91
2025 Q4	$393K	Hold	1,521	–	–	0.12%	94
2025 Q3	$422K	Hold	1,521	–	–	0.12%	94
2025 Q2	$416K	Hold	1,521	–	–	0.13%	93
2025 Q1	$433K	Hold	1,521	–	–	0.14%	89
2024 Q4	$413K	Buy	+1,521	New	+$431K	0.13%	89
2024 Q2	$360K	Hold	1,521	–	–	0.11%	95
2024 Q1	$385K	Hold	1,521	–	–	0.12%	94
2023 Q4	$313K	Buy	1,521 +56	+4%	+$11.4K	0.1%	100
2023 Q3	$284K	Hold	1,465	–	–	0.1%	97
2023 Q2	$312K	Buy	+1,465	New	+$269K	0.1%	96
2019 Q3	$403K	Buy	+1,521	New	+$184K	0.12%	91

Other funds holding PRI

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return