Position in PRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,757
+$1,975 QoQ
Shares Held
66
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#439
of 519 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Centerpoint Advisors, LLC holds $58,017 across 3 Insurance - Life names. PRI ranks #2 (32.3% of the industry book) .
All Filings in PRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,757 | 66 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $16,782 | 67 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,310 | 67 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,598 | 67 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,335 | 67 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||