WhitTier Trust Company’s Primerica PRI Stock Holding History

WhitTier Trust Company’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	$110K	Hold	435	–	–	﹤0.01%	580
2025 Q4	$113K	Hold	435	–	–	﹤0.01%	564
2025 Q3	$121K	Hold	435	–	–	﹤0.01%	536
2025 Q2	$119K	Hold	435	–	–	﹤0.01%	595
2025 Q1	$124K	Hold	435	–	–	﹤0.01%	579
2024 Q4	$118K	Hold	435	–	–	﹤0.01%	578
2024 Q3	$115K	Buy	+435	New	+$110K	﹤0.01%	577
2023 Q1	–	Sell	-19	Closed	-$2.69K	–	1212
2022 Q4	$2.69K	Buy	+19	New	+$2.65K	﹤0.01%	1068

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WhitTier Trust Company's PRI Position: Q1 2026 in Review

WhitTier Trust Company held its Primerica (PRI) position steady in Q1 2026 at 435 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

WhitTier Trust Company first reported a position in PRI in Q4 2022 and has held it in 8 quarters since. The position peaked at $124K in Q1 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

WhitTier Trust Company held 435 shares of Primerica worth $110K as of Q1 2026.
WhitTier Trust Company left its Primerica share count unchanged in Q1 2026.
Primerica made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #580 holding.
WhitTier Trust Company first reported a position in Primerica in Q4 2022 and has held it in 8 quarters since.
WhitTier Trust Company's Primerica position peaked at $124K in Q1 2025.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.