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Sendero Wealth Management’s Primerica PRI Stock Holding History

Sendero 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
2026
Q1 		$1.15M Buy
4,572
+575
+14% +$148K 0.13% 96
2025
Q4 		$1.03M Hold
3,997
– – 0.11% 102
2025
Q3 		$1.11M Buy
3,997
+1,126
+39% +$302K 0.13% 92
2025
Q2 		$786K Hold
2,871
– – 0.1% 117
2025
Q1 		$817K Buy
2,871
+427
+17% +$122K 0.11% 106
2024
Q4 		$663K Hold
2,444
– – 0.1% 111
2024
Q3 		$648K Hold
2,444
– – 0.1% 103
2024
Q2 		$578K Hold
2,444
– – 0.1% 113
2024
Q1 		$618K Hold
2,444
– – 0.11% 111
2023
Q4 		$503K Buy
2,444
+225
+10% +$46K 0.09% 116
2023
Q3 		$431K Sell
2,219
-606
-21% -$124K 0.09% 117
2023
Q2 		$559K Buy
2,825
+441
+18% +$81K 0.12% 99
2023
Q1 		$411K Buy
2,384
+420
+21% +$68.8K 0.13% 76
2022
Q4 		$279K Buy
+1,964
New +$274K 0.1% 88

Other funds holding PRI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return