SS
PRI icon

Sunbelt Securities’s Primerica PRI Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-3
Closed -$833 – 2920
2025
Q3 		$833 Buy
+3
New +$805 ﹤0.01% 2098
2024
Q4 		– Sell
-9
Closed -$2.39K – 1905
2024
Q3 		$2.39K Buy
+9
New +$2.27K ﹤0.01% 1588

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sunbelt Securities's PRI Position: Q4 2025 in Review

Sunbelt Securities sold out of Primerica (PRI) in Q4 2025, closing a stake of 3 shares — an estimated $833 sold.

Sunbelt Securities first reported a position in PRI in Q3 2024 and held it in 2 quarters. The position peaked at $2.39K in Q3 2024. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Sunbelt Securities reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 3 Primerica shares in Q4 2025, an estimated $833.
  • Sunbelt Securities first reported a position in Primerica in Q3 2024 and held it in 2 quarters.
  • Sunbelt Securities's Primerica position peaked at $2.39K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.