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Primerica shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Primerica (PRI) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Primerica

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All positions including Primerica held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primerica by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3k 9 250.44

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Primerica

Vanguard Group
Kayne Anderson Rudnick Investment Management
BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
Bank Of Montreal
State Street Corporation
Brave Warrior Advisors
Geode Capital Management
Bamco
Dimensional Fund Advisors
Fiduciary Management
First Trust Advisors
Lyrical Asset Management

View all funds holding Primerica