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
Q2 		$6.59M Buy
23,203
+383
+2% +$105K 0.01% 791
2026
Q1 		$5.66M Buy
22,820
+10,286
+82% +$2.65M 0.01% 807
2025
Q4 		$3.24M Buy
12,534
+3,179
+34% +$829K ﹤0.01% 938
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Corient Private Wealth's PRI Position: Q2 2026 in Review

Corient Private Wealth increased its Primerica (PRI) stake by 1.7% in Q2 2026, buying an estimated $105K and bringing the position to 23,203 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #791.

Corient Private Wealth first reported a position in PRI in Q3 2023 and has held it in 12 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Corient Private Wealth held 23,203 shares of Primerica worth $6.59M as of Q2 2026.
  • Corient Private Wealth bought 383 Primerica shares in Q2 2026, an estimated $105K.
  • Primerica made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #791 holding.
  • Corient Private Wealth first reported a position in Primerica in Q3 2023 and has held it in 12 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.