Zacks Investment Management’s Primerica PRI Stock Holding History

Zacks Investment Management’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	$4.06M	Buy	16,192 +802	+5%	+$207K	0.03%	254
2025 Q4	$3.98M	Sell	15,390 -100	-0.6%	-$26.1K	0.03%	260
2025 Q3	$4.3M	Buy	15,490 +28	+0.2%	+$7.52K	0.03%	235
2025 Q2	$4.23M	Buy	15,462 +48	+0.3%	+$12.7K	0.04%	230
2025 Q1	$4.39M	Buy	15,414 +423	+3%	+$121K	0.04%	228
2024 Q4	$4.07M	Buy	14,991 +356	+2%	+$101K	0.04%	244
2024 Q3	$3.88M	Sell	14,635 -334	-2%	-$84.4K	0.03%	248
2024 Q2	$3.54M	Buy	14,969 +639	+4%	+$145K	0.04%	216
2024 Q1	$3.62M	Buy	14,330 +1,457	+11%	+$345K	0.04%	242
2023 Q4	$2.65M	Sell	12,873 -1,039	-7%	-$212K	0.03%	255
2023 Q3	$2.7M	Sell	13,912 -703	-5%	-$144K	0.04%	237
2023 Q2	$2.89M	Buy	14,615 +5,000	+52%	+$918K	0.04%	235
2023 Q1	$1.66M	Buy	+9,615	New	+$1.58M	0.02%	303
2014 Q4	–	Sell	-6,324	Closed	-$305K	–	724
2014 Q3	$305K	Hold	6,324	–	–	0.01%	509
2014 Q2	$303K	Buy	6,324 +645	+11%	+$29.6K	0.01%	566
2014 Q1	$268K	Buy	+5,679	New	+$252K	0.01%	557

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