Position in PRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$312,599
-$14,484 QoQ
Shares Held
1,248
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $1,447,946 across 14 Insurance - Life names. PRI ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,496 | $383,545 | |
| 2 | PRI |
Primerica, Inc.
This page
|
1,248 | $312,599 | |
| 3 | PRU |
Prudential Financial Inc
|
3,016 | $294,632 | |
| 4 | MET |
Metlife Inc
|
2,914 | $206,077 | |
| 5 | GL |
Globe Life Inc.
|
559 | $77,795 | |
| 6 | UNM |
Unum Group
|
1,065 | $77,776 | |
| 7 | MFC |
Manulife Financial Corp
|
1,064 | $36,644 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
413 | $24,730 |
All Filings in PRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,599 | 1,248 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $327,083 | 1,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,930 | 1,257 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $355,497 | 1,299 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $28,453 | 100 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $28,227 | 104 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $23,863 | 90 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,033 | 72 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,130 | 44 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,115 | 20 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,432 | 28 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,152 | 21 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,617 | 21 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,240 | 44 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $3,967 | 29 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||