Quaker Wealth Management’s Primerica PRI Stock Holding History

Quaker Wealth Management’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 Q2	–	Sell	-1	Closed	-$285	–	1497
2025 Q1	$285	Buy	+1	New	+$285	﹤0.01%	768

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Quaker Wealth Management's PRI Position: Q1 2026 in Review

Quaker Wealth Management sold out of Primerica (PRI) in Q1 2026, closing a stake of 1 share — an estimated $259 sold.

Quaker Wealth Management first reported a position in PRI in Q2 2025 and held it in 3 quarters. The position peaked at $278 in Q3 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Quaker Wealth Management reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
Quaker Wealth Management sold 1 Primerica share in Q1 2026, an estimated $259.
Quaker Wealth Management first reported a position in Primerica in Q2 2025 and held it in 3 quarters.
Quaker Wealth Management's Primerica position peaked at $278 in Q3 2025.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.