WIA
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World Investment Advisors’s Primerica PRI Stock Holding History

World Investment Advisors’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 		$2.16M Buy
8,618
+784
+10% +$202K 0.03% 459
2025
Q4 		$2.02M Buy
7,834
+152
+2% +$39.7K 0.03% 467
2025
Q3 		$2.13M Buy
7,682
+165
+2% +$44.3K 0.04% 384
2025
Q2 		$2.06M Buy
7,517
+2,479
+49% +$657K 0.05% 372
2025
Q1 		$1.43M Buy
5,038
+89
+2% +$25.4K 0.04% 419
2024
Q4 		$1.34M Buy
+4,949
New +$1.4M 0.04% 412

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