Position in PRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$757,392
+$27,996 QoQ
Shares Held
2,665
-8.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 519 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $10,287,738 across 5 Insurance - Life names. PRI ranks #4 (7.4% of the industry book) .
All Filings in PRI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,392 | 2,665 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $729,396 | 2,912 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $866,022 | 3,352 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,095,647 | 3,947 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $830,587 | 3,035 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $880,619 | 3,095 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $828,101 | 3,051 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $806,585 | 3,042 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $752,560 | 3,181 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $678,944 | 2,684 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $653,699 | 3,177 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $684,660 | 3,529 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $753,860 | 3,812 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $740,458 | 4,299 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $255,559 | 1,802 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $224,802 | 1,821 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $218,075 | 1,822 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $256,263 | 1,873 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $237,875 | 1,552 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $242,735 | 1,580 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $251,762 | 1,644 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $245,972 | 1,664 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $413,709 | 3,089 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $373,361 | 3,300 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $391,659 | 3,359 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $211,289 | 2,388 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||