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Oakworth Capital’s Primerica PRI Stock Holding History

Oakworth Capital’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 		$160K Hold
549
– – 0.01% 292
2026
Q1 		$138K Hold
549
– – 0.01% 306
2025
Q4 		$142K Buy
+549
New +$143K 0.01% 296
2025
Q2 		– Sell
-13
Closed -$3.7K – 690
2025
Q1 		$3.7K Buy
+13
New +$3.7K ﹤0.01% 591

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Oakworth Capital's PRI Position: Q2 2026 in Review

Oakworth Capital held its Primerica (PRI) position steady in Q2 2026 at 549 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #292.

Oakworth Capital first reported a position in PRI in Q1 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Oakworth Capital held 549 shares of Primerica worth $160K as of Q2 2026.
  • Oakworth Capital left its Primerica share count unchanged in Q2 2026.
  • Primerica made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #292 holding.
  • Oakworth Capital first reported a position in Primerica in Q1 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.