Sendero Wealth Management
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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
Q3 		$1.07M Hold
3,921
– – 0.11% 121
2026
Q2 		$1.11M Sell
3,921
-651
-14% -$178K 0.11% 116
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

PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Sendero Wealth Management's PRI Position: Q3 2026 in Review

Sendero Wealth Management held its Primerica (PRI) position steady in Q3 2026 at 3,921 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #121.

Sendero Wealth Management first reported a position in PRI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2026. 103 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Sendero Wealth Management held 3,921 shares of Primerica worth $1.07M as of Q3 2026.
  • Sendero Wealth Management left its Primerica share count unchanged in Q3 2026.
  • Primerica made up 0.11% of Sendero Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Sendero Wealth Management first reported a position in Primerica in Q4 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Primerica position peaked at $1.15M in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.