United Community Bank’s Primerica PRI Stock Holding History

United Community Bank’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	$150K	Buy	599 +45	+8%	+$11.6K	0.05%	230
2025 Q4	$143K	Sell	554 -305	-36%	-$79.6K	0.05%	197
2025 Q3	$238K	Buy	859 +144	+20%	+$38.7K	0.07%	195
2025 Q2	$196K	Buy	715 +5	+0.7%	+$1.32K	0.07%	193
2025 Q1	$202K	Sell	710 -5	-0.7%	-$1.43K	0.08%	184
2024 Q4	$194K	Sell	715 -5	-0.7%	-$1.42K	0.08%	180
2024 Q3	$191K	Sell	720 -55	-7%	-$13.9K	0.07%	186
2024 Q2	$183K	Sell	775 -10	-1%	-$2.27K	0.07%	193
2024 Q1	$199K	Sell	785 -19	-2%	-$4.49K	0.08%	180
2023 Q4	$165K	Hold	804	–	–	0.07%	199
2023 Q3	$156K	Hold	804	–	–	0.08%	174
2023 Q2	$159K	Sell	804 -5	-0.6%	-$918	0.14%	99
2023 Q1	$139K	Hold	809	–	–	0.13%	99
2022 Q4	$115K	Hold	809	–	–	0.11%	112
2022 Q3	$99.9K	Sell	809 -5	-0.6%	-$634	0.1%	114
2022 Q2	$97.4K	Buy	814 +70	+9%	+$8.8K	0.1%	113
2022 Q1	$102K	Hold	744	–	–	0.1%	114
2021 Q4	$114K	Buy	+744	New	+$118K	0.11%	109

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