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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
2024
Q2 		– Sell
-3,757
Closed -$950K – 232
2024
Q1 		$950K Buy
+3,757
New +$889K 0.14% 49

Other funds holding PRI

PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Curated Wealth Partners sold out of Primerica (PRI) in Q2 2026, closing a stake of 3,958 shares — an estimated $991K sold.

Curated Wealth Partners first reported a position in PRI in Q4 2020 and held it in 21 quarters. The position peaked at $1.03M in Q4 2025. 129 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Curated Wealth Partners reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 3,958 Primerica shares in Q2 2026, an estimated $991K.
  • Curated Wealth Partners first reported a position in Primerica in Q4 2020 and held it in 21 quarters.
  • Curated Wealth Partners's Primerica position peaked at $1.03M in Q4 2025.
  • 129 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.