Corient Private Wealth
PRI icon

Corient Private Wealth’s Primerica PRI Stock Holding History

Corient Private Wealth’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 		$5.66M Sell
22,820
-37,763
-62% -$9.74M 0.01% 807
2025
Q4 		$6.48M Buy
60,583
+51,228
+548% +$13.4M ﹤0.01% 942
2025
Q3 		$2.6M Buy
9,355
+985
+12% +$264K ﹤0.01% 956
2025
Q2 		$2.29M Sell
8,370
-1,912
-19% -$507K ﹤0.01% 979
2025
Q1 		$2.93M Buy
10,282
+1,636
+19% +$466K ﹤0.01% 847
2024
Q4 		$2.35M Buy
8,646
+119
+1% +$33.7K ﹤0.01% 934
2024
Q3 		$2.26M Sell
8,527
-1,957
-19% -$494K ﹤0.01% 1040
2024
Q2 		$2.48M Buy
10,484
+1,804
+21% +$409K ﹤0.01% 936
2024
Q1 		$2.2M Sell
8,680
-51
-0.6% -$12.1K ﹤0.01% 982
2023
Q4 		$1.8M Buy
8,731
+961
+12% +$196K ﹤0.01% 1053
2023
Q3 		$1.51M Buy
+7,770
New +$1.59M ﹤0.01% 1033

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