WesBanco Bank’s Primerica PRI Stock Holding History

WesBanco 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	$915K	Hold	3,651	–	–	0.03%	384
2025 Q4	$943K	Sell	3,651 -3	-0.1%	-$783	0.03%	378
2025 Q3	$1.01M	Buy	3,654 +3	+0.1%	+$805	0.03%	372
2025 Q2	$999K	Hold	3,651	–	–	0.03%	361
2025 Q1	$1.04M	Hold	3,651	–	–	0.04%	306
2024 Q4	$991K	Hold	3,651	–	–	0.03%	318
2024 Q3	$968K	Hold	3,651	–	–	0.03%	328
2024 Q2	$864K	Hold	3,651	–	–	0.03%	326
2024 Q1	$924K	Buy	+3,651	New	+$863K	0.03%	312
2023 Q4	–	Sell	-4,305	Closed	-$835K	–	507
2023 Q3	$835K	Hold	4,305	–	–	0.04%	309
2023 Q2	$851K	Sell	4,305 -41	-0.9%	-$7.53K	0.04%	302
2023 Q1	$749K	Sell	4,346 -529	-11%	-$86.7K	0.03%	332
2022 Q4	$691K	Buy	+4,875	New	+$679K	0.03%	332
2022 Q3	–	Sell	-4,829	Closed	-$578K	–	487
2022 Q2	$578K	Buy	4,829 +686	+17%	+$86.3K	0.03%	368
2022 Q1	$567K	Sell	4,143 -527	-11%	-$74.8K	0.02%	395
2021 Q4	$716K	Hold	4,670	–	–	0.03%	367
2021 Q3	$717K	Hold	4,670	–	–	0.03%	350
2021 Q2	$715K	Hold	4,670	–	–	0.03%	357
2021 Q1	$690K	Buy	+4,670	New	+$670K	0.03%	341
2020 Q3	$528K	Hold	4,670	–	–	0.02%	354
2020 Q2	$545K	Hold	4,670	–	–	0.03%	341
2020 Q1	$413K	Hold	4,670	–	–	0.02%	355
2019 Q4	$610K	Hold	4,670	–	–	0.03%	349
2019 Q3	$594K	Hold	4,670	–	–	0.03%	345
2019 Q2	$560K	Hold	4,670	–	–	0.03%	351
2019 Q1	$570K	Hold	4,670	–	–	0.03%	346
2018 Q4	$456K	Hold	4,670	–	–	0.03%	337
2018 Q3	$563K	Hold	4,670	–	–	0.03%	348
2018 Q2	$465K	Hold	4,670	–	–	0.02%	371
2018 Q1	$451K	Hold	4,670	–	–	0.02%	384
2017 Q4	$474K	Hold	4,670	–	–	0.03%	263
2017 Q3	$381K	Hold	4,670	–	–	0.02%	388
2017 Q2	$354K	Sell	4,670 -670	-13%	-$52.6K	0.02%	388
2017 Q1	$439K	Sell	5,340 -1,900	-26%	-$148K	0.02%	347
2016 Q4	$501K	Hold	7,240	–	–	0.03%	320
2016 Q3	$384K	Hold	7,240	–	–	0.02%	364
2016 Q2	$414K	Buy	7,240 +2,620	+57%	+$136K	0.02%	352
2016 Q1	$206K	Hold	4,620	–	–	0.01%	457
2015 Q4	$218K	Hold	4,620	–	–	0.01%	444
2015 Q3	$208K	Sell	4,620 -890	-16%	-$39K	0.01%	444
2015 Q2	$252K	Buy	5,510 +1,100	+25%	+$51.4K	0.01%	447
2015 Q1	$224K	Hold	4,410	–	–	0.01%	480
2014 Q4	$239K	Buy	+4,410	New	+$225K	0.01%	465

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