VA
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Vident Advisory’s Primerica PRI Stock Holding History

Vident Advisory’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 		$357K Buy
1,426
+224
+19% +$57.8K ﹤0.01% 1417
2025
Q4 		$311K Sell
1,202
-324
-21% -$84.5K ﹤0.01% 1361
2025
Q3 		$424K Sell
1,526
-250
-14% -$67.1K ﹤0.01% 1258
2025
Q2 		$486K Buy
1,776
+55
+3% +$14.6K 0.01% 1071
2025
Q1 		$490K Buy
1,721
+610
+55% +$174K 0.01% 1041
2024
Q4 		$302K Sell
1,111
-5,918
-84% -$1.68M 0.01% 1175
2024
Q3 		$1.86M Buy
7,029
+2,171
+45% +$548K 0.05% 409
2024
Q2 		$1.15M Buy
4,858
+1,161
+31% +$263K 0.03% 547
2024
Q1 		$935K Buy
3,697
+746
+25% +$176K 0.02% 597
2023
Q4 		$607K Buy
+2,951
New +$603K 0.02% 707

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