Trust Point Inc’s Primerica PRI Stock Holding History

Trust Point Inc’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 Q2	$207K	Buy	+727	New	+$199K	0.02%	446
2025 Q1	–	Sell	-1,923	Closed	-$522K	–	542
2024 Q4	$522K	Buy	1,923 +386	+25%	+$109K	0.04%	284
2024 Q3	$408K	Buy	1,537 +2	+0.1%	+$505	0.03%	322
2024 Q2	$363K	Sell	1,535 -189	-11%	-$42.9K	0.03%	327
2024 Q1	$436K	Buy	1,724 +78	+5%	+$18.4K	0.03%	316
2023 Q4	$339K	Buy	+1,646	New	+$336K	0.03%	366

Other funds holding PRI

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return