Curio Wealth’s Primerica PRI Stock Holding History

Curio 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	–	Sell	-1	Closed	-$250	–	869
2026 Q1	$250	Buy	+1	New	+$258	﹤0.01%	696

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

Curio Wealth's PRI Position: Q2 2026 in Review

Curio Wealth sold out of Primerica (PRI) in Q2 2026, closing a stake of 1 share — an estimated $250 sold.

Curio Wealth first reported a position in PRI in Q1 2026 and held it in 1 quarter. The position peaked at $250 in Q1 2026. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Curio Wealth reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Primerica share in Q2 2026, an estimated $250.
Curio Wealth first reported a position in Primerica in Q1 2026 and held it in 1 quarter.
Curio Wealth's Primerica position peaked at $250 in Q1 2026.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.