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SVB Wealth’s Primerica PRI Stock Holding History

SVB Wealth’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
Q1 		$1.63M Sell
6,507
-2,165
-25% -$558K 0.11% 153
2025
Q4 		$2.24M Sell
8,672
-1,963
-18% -$512K 0.13% 138
2025
Q3 		$2.95M Sell
10,635
-2,534
-19% -$680K 0.16% 118
2025
Q2 		$3.6M Sell
13,169
-8,845
-40% -$2.34M 0.19% 105
2025
Q1 		$6.26M Sell
22,014
-17,419
-44% -$4.96M 0.26% 52
2024
Q4 		$10.7M Buy
+39,433
New +$11.2M 0.2% 76
2024
Q3 		– Sell
-48,607
Closed -$11.5M – 449
2024
Q2 		$11.5M Sell
48,607
-1,908
-4% -$433K 0.28% 87
2024
Q1 		$12.8M Sell
50,515
-5,029
-9% -$1.19M 0.28% 89
2023
Q4 		$11.4M Sell
55,544
-18,942
-25% -$3.87M 0.28% 93
2023
Q3 		$14.5M Sell
74,486
-7,821
-10% -$1.6M 0.32% 77
2023
Q2 		$16.3M Sell
82,307
-20,193
-20% -$3.71M 0.29% 77
2023
Q1 		$17.7M Sell
102,500
-48,470
-32% -$7.94M 0.25% 85
2022
Q4 		$21.4M Buy
150,970
+1,335
+0.9% +$186K 0.29% 71
2022
Q3 		$18.5M Sell
149,635
-7,926
-5% -$1M 0.27% 74
2022
Q2 		$18.9M Buy
157,561
+2,830
+2% +$356K 0.29% 69
2022
Q1 		$21.2M Buy
154,731
+19,359
+14% +$2.75M 0.28% 69
2021
Q4 		$20.7M Buy
135,372
+5,748
+4% +$911K 0.34% 70
2021
Q3 		$19.9M Buy
+129,624
New +$19.3M 0.26% 74

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return