SkyOak Wealth’s Presurance Holdings PRHI Stock Holding History

SkyOak Wealth’s Portfolio PRHI Stock Details PRHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,353	Closed	-$8.39K	–	258
2026 Q1	$8.39K	Hold	2,353	–	–	﹤0.01%	255
2025 Q4	$11.7K	Hold	2,353	–	–	﹤0.01%	250
2025 Q3	$20.3K	Hold	2,353	–	–	﹤0.01%	248
2025 Q2	$12.8K	Hold	2,353	–	–	﹤0.01%	244
2025 Q1	$8.42K	Hold	2,353	–	–	﹤0.01%	241
2024 Q4	$18.8K	Hold	2,353	–	–	﹤0.01%	251
2024 Q3	$18K	Hold	2,353	–	–	﹤0.01%	238
2024 Q2	$14.1K	Hold	2,353	–	–	﹤0.01%	241
2024 Q1	$18.6K	Sell	2,353 -147	-6%	-$1.26K	﹤0.01%	244
2023 Q4	$18.4K	Hold	2,500	–	–	﹤0.01%	235
2023 Q3	$22.2K	Hold	2,500	–	–	0.01%	232
2023 Q2	$29.8K	Hold	2,500	–	–	0.01%	238
2023 Q1	$26.4K	Hold	2,500	–	–	0.01%	246
2022 Q4	$27.5K	Hold	2,500	–	–	0.01%	222
2022 Q3	$28K	Hold	2,500	–	–	0.01%	213
2022 Q2	$27K	Sell	2,500 -286	-10%	-$3.81K	0.01%	217
2022 Q1	$46K	Hold	2,786	–	–	0.01%	236
2021 Q4	$45K	Sell	2,786 -285	-9%	-$5.04K	0.01%	242
2021 Q3	$62K	Hold	3,071	–	–	0.02%	229
2021 Q2	$63K	Hold	3,071	–	–	0.02%	233
2021 Q1	$71K	Hold	3,071	–	–	0.02%	231
2020 Q4	$71K	Sell	3,071 -1,834	-37%	-$32.8K	0.02%	213
2020 Q3	$99K	Hold	4,905	–	–	0.04%	197
2020 Q2	$94K	Sell	4,905 -143	-3%	-$3.03K	0.03%	233
2020 Q1	$106K	Sell	5,048 -1,150	-19%	-$28.3K	0.05%	198
2019 Q4	$174K	Buy	+6,198	New	+$168K	0.05%	298

Other funds holding PRHI

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SkyOak Wealth's PRHI Position: Q2 2026 in Review

SkyOak Wealth sold out of Presurance Holdings (PRHI) in Q2 2026, closing a stake of 2,353 shares — an estimated $8.39K sold.

SkyOak Wealth first reported a position in PRHI in Q4 2019 and held it in 26 quarters. The position peaked at $174K in Q4 2019. 10 funds tracked by Wall St. Rank hold PRHI as of Q2 2026.

SkyOak Wealth reported no remaining Presurance Holdings position as of Q2 2026 after selling out during the quarter.
SkyOak Wealth sold 2,353 Presurance Holdings shares in Q2 2026, an estimated $8.39K.
SkyOak Wealth first reported a position in Presurance Holdings in Q4 2019 and held it in 26 quarters.
SkyOak Wealth's Presurance Holdings position peaked at $174K in Q4 2019.
10 funds tracked by Wall St. Rank held Presurance Holdings as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.