Curated Wealth Partners’s Primerica PRI Stock Holding History

Curated Wealth Partners’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	$1.07M	Sell	3,776 -182	-5%	-$49.8K	0.12%	62
2026 Q1	$991K	Sell	3,958 -31	-0.8%	-$8K	0.12%	67
2025 Q4	$1.03M	Buy	3,989 +950	+31%	+$248K	0.11%	68
2025 Q3	$844K	Hold	3,039	–	–	0.1%	70
2025 Q2	$832K	Hold	3,039	–	–	0.1%	67
2025 Q1	$865K	Hold	3,039	–	–	0.11%	62
2024 Q4	$825K	Hold	3,039	–	–	0.09%	60
2024 Q3	$806K	Hold	3,039	–	–	0.1%	61
2024 Q2	$719K	Buy	+3,039	New	+$689K	0.1%	66
2024 Q1	–	Sell	-3,999	Closed	-$946K	–	237
2023 Q4	$823K	Sell	3,999 -83	-2%	-$17K	0.13%	54
2023 Q3	$792K	Sell	4,082 -17	-0.4%	-$3.48K	0.14%	49
2023 Q2	$811K	Sell	4,099 -44	-1%	-$8.08K	0.16%	47
2023 Q1	$714K	Hold	4,143	–	–	0.16%	50
2022 Q4	$588K	Hold	4,143	–	–	0.14%	55
2022 Q3	$512K	Hold	4,143	–	–	0.15%	58
2022 Q2	$496K	Buy	4,143 +12	+0.3%	+$1.51K	0.15%	63
2022 Q1	$632K	Hold	4,131	–	–	0.21%	63
2021 Q4	$632K	Hold	4,131	–	–	0.2%	65
2021 Q3	$634K	Hold	4,131	–	–	0.35%	55
2021 Q2	$632K	Hold	4,131	–	–	0.34%	51
2021 Q1	$610K	Buy	4,131 +288	+7%	+$41.3K	0.37%	51
2020 Q4	$515K	Buy	+3,843	New	+$483K	0.33%	58

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Curated Wealth Partners's PRI Position: Q2 2026 in Review

Curated Wealth Partners reduced its Primerica (PRI) stake by 4.6% in Q2 2026, selling an estimated $49.8K and leaving 3,776 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #62.

Curated Wealth Partners first reported a position in PRI in Q4 2020 and has held it in 22 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Curated Wealth Partners held 3,776 shares of Primerica worth $1.07M as of Q2 2026.
Curated Wealth Partners sold 182 Primerica shares in Q2 2026, an estimated $49.8K.
Primerica made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #62 holding.
Curated Wealth Partners first reported a position in Primerica in Q4 2020 and has held it in 22 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.