Position in PRI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,405,937
+$131,746 QoQ
Shares Held
4,947
-2.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#210
of 519 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $3,751,060 across 4 Insurance - Life names. PRI ranks #2 (37.5% of the industry book) .
All Filings in PRI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,937 | 4,947 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,274,191 | 5,087 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,497,195 | 5,795 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,720,224 | 6,197 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,920,068 | 7,016 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,172,547 | 4,121 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,446,396 | 5,329 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,459,384 | 5,504 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,357,022 | 5,736 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,323,232 | 5,231 | Shares | Sole | 2024-04-15 | |
| 2022-06-30 | $251,947 | 2,105 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $290,332 | 2,122 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $313,743 | 2,047 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $306,491 | 1,995 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $254,671 | 1,663 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $273,171 | 1,848 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $249,645 | 1,864 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $229,221 | 2,026 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $227,136 | 1,948 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||