WT
PRI icon

Whittier Trust’s Primerica PRI Stock Holding History

Whittier Trust’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 		$86.5K Hold
341
– – ﹤0.01% 742
2025
Q4 		$88.9K Hold
341
– – ﹤0.01% 751
2025
Q3 		$95.1K Buy
+341
New +$91.5K ﹤0.01% 720
2024
Q4 		– Sell
-157
Closed -$41.6K – 1594
2024
Q3 		$41.6K Hold
157
– – ﹤0.01% 958
2024
Q2 		$37.1K Hold
157
– – ﹤0.01% 966
2024
Q1 		$39.7K Hold
157
– – ﹤0.01% 982
2023
Q4 		$32.3K Hold
157
– – ﹤0.01% 999
2023
Q3 		$30.5K Hold
157
– – ﹤0.01% 1029
2023
Q2 		$31K Hold
157
– – ﹤0.01% 1029
2023
Q1 		$27K Hold
157
– – ﹤0.01% 1088
2022
Q4 		$22.3K Hold
157
– – ﹤0.01% 1123
2022
Q3 		$19K Buy
+157
New +$19.9K ﹤0.01% 1195

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