TD Waterhouse Canada’s Primerica PRI Stock Holding History

TD Waterhouse Canada’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	$2.01M	Buy	7,914 +7,157	+945%	+$1.85M	0.01%	553
2025 Q4	$195K	Buy	757 +47	+7%	+$12.3K	﹤0.01%	896
2025 Q3	$196K	Buy	710 +6	+0.9%	+$1.61K	﹤0.01%	878
2025 Q2	$196K	Sell	704 -1,533	-69%	-$406K	﹤0.01%	827
2025 Q1	$644K	Buy	2,237 +1,634	+271%	+$466K	0.01%	597
2024 Q4	$164K	Sell	603 -15	-2%	-$4.25K	﹤0.01%	835
2024 Q3	$168K	Sell	618 -215	-26%	-$54.3K	﹤0.01%	799
2024 Q2	$198K	Buy	833 +32	+4%	+$7.26K	﹤0.01%	775
2024 Q1	$199K	Sell	801 -324	-29%	-$76.6K	﹤0.01%	769
2023 Q4	$233K	Hold	1,125	–	–	﹤0.01%	651
2023 Q3	$215K	Hold	1,125	–	–	﹤0.01%	630
2023 Q2	$221K	Buy	1,125 +20	+2%	+$3.67K	﹤0.01%	645
2023 Q1	$189K	Hold	1,105	–	–	﹤0.01%	661
2022 Q4	$157K	Hold	1,105	–	–	﹤0.01%	682
2022 Q3	$140K	Hold	1,105	–	–	﹤0.01%	713
2022 Q2	$134K	Hold	1,105	–	–	﹤0.01%	741
2022 Q1	$154K	Buy	1,105 +350	+46%	+$49.7K	﹤0.01%	766
2021 Q4	$118K	Buy	+755	New	+$120K	﹤0.01%	844

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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