SummitTX Capital’s Primerica PRI Stock Holding History

SummitTX Capital’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	-976	Closed	-$267K	–	939
2025 Q2	$267K	Buy	+976	New	+$259K	0.01%	639

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

SummitTX Capital's PRI Position: Q3 2025 in Review

SummitTX Capital sold out of Primerica (PRI) in Q3 2025, closing a stake of 976 shares — an estimated $267K sold.

SummitTX Capital first reported a position in PRI in Q2 2025 and held it in 1 quarter. The position peaked at $267K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

SummitTX Capital reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 976 Primerica shares in Q3 2025, an estimated $267K.
SummitTX Capital first reported a position in Primerica in Q2 2025 and held it in 1 quarter.
SummitTX Capital's Primerica position peaked at $267K in Q2 2025.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.