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AMG National Trust Bank’s Prudential PUK Stock Holding History

AMG National Trust Bank’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Sell
18,180
-118,514
-87% -$3.46M 0.01% 327
2026
Q1 		$3.89M Sell
136,694
-28
-0% -$863 0.08% 149
2025
Q4 		$4.25M Sell
136,722
-581
-0.4% -$16.7K 0.1% 122
2025
Q3 		$3.84M Buy
137,303
+729
+0.5% +$19.1K 0.09% 125
2025
Q2 		$3.42M Buy
136,574
+1,004
+0.7% +$22.5K 0.09% 134
2025
Q1 		$2.91M Buy
135,570
+61,663
+83% +$1.1M 0.08% 149
2024
Q4 		$1.17M Sell
73,907
-74,677
-50% -$1.25M 0.03% 260
2024
Q3 		$2.75M Sell
148,584
-2,593
-2% -$45.3K 0.07% 165
2024
Q2 		$2.77M Buy
151,177
+36,747
+32% +$693K 0.07% 169
2024
Q1 		$2.21M Buy
114,430
+14,767
+15% +$305K 0.06% 183
2023
Q4 		$2.24M Sell
99,663
-26,323
-21% -$577K 0.07% 168
2023
Q3 		$2.76M Sell
125,986
-1,156
-0.9% -$29.2K 0.1% 138
2023
Q2 		$3.6M Sell
127,142
-2,752
-2% -$78.8K 0.12% 113
2023
Q1 		$3.55M Sell
129,894
-22,242
-15% -$668K 0.12% 115
2022
Q4 		$4.18M Buy
152,136
+1,242
+0.8% +$28.4K 0.15% 97
2022
Q3 		$3M Buy
150,894
+63,610
+73% +$1.46M 0.11% 125
2022
Q2 		$2.19M Buy
+87,284
New +$2.24M 0.08% 159

Other funds holding PUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AMG National Trust Bank's PUK Position: Q2 2026 in Review

AMG National Trust Bank reduced its Prudential (PUK) stake by 87% in Q2 2026, selling an estimated $3.46M and leaving 18,180 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #327.

AMG National Trust Bank first reported a position in PUK in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.25M in Q4 2025. 130 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • AMG National Trust Bank held 18,180 shares of Prudential worth $487K as of Q2 2026.
  • AMG National Trust Bank sold 118,514 Prudential shares in Q2 2026, an estimated $3.46M.
  • Prudential made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #327 holding.
  • AMG National Trust Bank first reported a position in Prudential in Q2 2022 and has held it in 17 quarters since.
  • AMG National Trust Bank's Prudential position peaked at $4.25M in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.