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 Q3	$951K	Sell	3,490 -286	-8%	-$86.1K	0.08%	143
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

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Curated Wealth Partners's PRI Position: Q3 2026 in Review

Curated Wealth Partners reduced its Primerica (PRI) stake by 7.6% in Q3 2026, selling an estimated $86.1K and leaving 3,490 shares worth $951K. The position accounts for 0.08% of the portfolio, ranked #143.

Curated Wealth Partners first reported a position in PRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2026. 161 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Curated Wealth Partners held 3,490 shares of Primerica worth $951K as of Q3 2026.
Curated Wealth Partners sold 286 Primerica shares in Q3 2026, an estimated $86.1K.
Primerica made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #143 holding.
Curated Wealth Partners first reported a position in Primerica in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Primerica position peaked at $1.07M in Q2 2026.
161 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.