Y-Intercept (HK)’s Primerica PRI Stock Holding History

Y-Intercept (HK)’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 Q2	$1.31M	Buy	+4,593	New	+$1.26M	0.03%	919
2025 Q4	–	Sell	-3,670	Closed	-$1.02M	–	1910
2025 Q3	$1.02M	Buy	+3,670	New	+$985K	0.02%	964
2025 Q2	–	Sell	-3,075	Closed	-$875K	–	1938
2025 Q1	$875K	Sell	3,075 -1,308	-30%	-$373K	0.06%	456
2024 Q4	$1.19M	Buy	4,383 +1,882	+75%	+$534K	0.08%	359
2024 Q3	$663K	Buy	2,501 +1,050	+72%	+$265K	0.04%	635
2024 Q2	$343K	Buy	+1,451	New	+$329K	0.02%	980
2024 Q1	–	Sell	-1,642	Closed	-$338K	–	1681
2023 Q4	$338K	Sell	1,642 -331	-17%	-$67.6K	0.03%	775
2023 Q3	$383K	Buy	+1,973	New	+$404K	0.04%	666

Other funds holding PRI

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return