Turning Point Benefit Group’s Primerica PRI Stock Holding History

Turning Point Benefit Group’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	–	Sell	-6	Closed	-$1.55K	–	615
2025 Q4	$1.55K	Buy	+6	New	+$1.56K	﹤0.01%	484

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Turning Point Benefit Group's PRI Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Primerica (PRI) in Q1 2026, closing a stake of 6 shares — an estimated $1.55K sold.

Turning Point Benefit Group first reported a position in PRI in Q4 2025 and held it in 1 quarter. The position peaked at $1.55K in Q4 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Turning Point Benefit Group reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 6 Primerica shares in Q1 2026, an estimated $1.55K.
Turning Point Benefit Group first reported a position in Primerica in Q4 2025 and held it in 1 quarter.
Turning Point Benefit Group's Primerica position peaked at $1.55K in Q4 2025.
511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.