Stephens Consulting’s Primerica PRI Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-1	Closed	-$274	–	968
2025 Q2	$274	Buy	+1	New	+$265	﹤0.01%	1011

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

BWA

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Stephens Consulting's PRI Position: Q3 2025 in Review

Stephens Consulting sold out of Primerica (PRI) in Q3 2025, closing a stake of 1 share — an estimated $274 sold.

Stephens Consulting first reported a position in PRI in Q2 2025 and held it in 1 quarter. The position peaked at $274 in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

Stephens Consulting reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Primerica share in Q3 2025, an estimated $274.
Stephens Consulting first reported a position in Primerica in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Primerica position peaked at $274 in Q2 2025.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.