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Summit Securities Group’s Primerica PRI Stock Holding History

Summit Securities Group’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
-224
Closed -$63.7K – 1352
2025
Q1 		$63.7K Buy
+224
New +$63.8K 0.01% 303

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's PRI Position: Q2 2025 in Review

Summit Securities Group sold out of Primerica (PRI) in Q2 2025, closing a stake of 224 shares — an estimated $63.7K sold.

Summit Securities Group first reported a position in PRI in Q1 2025 and held it in 1 quarter. The position peaked at $63.7K in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Summit Securities Group reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 224 Primerica shares in Q2 2025, an estimated $63.7K.
  • Summit Securities Group first reported a position in Primerica in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Primerica position peaked at $63.7K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.