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Annis Gardner Whiting Capital Advisors’s Prudential PUK Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-333
Closed -$8.33K – 1380
2025
Q2 		$8.33K Buy
+333
New +$7.45K ﹤0.01% 765

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PUK Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Prudential (PUK) in Q3 2025, closing a stake of 333 shares — an estimated $8.33K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PUK in Q2 2025 and held it in 1 quarter. The position peaked at $8.33K in Q2 2025. 224 funds tracked by Wall St. Rank hold PUK as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Prudential position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 333 Prudential shares in Q3 2025, an estimated $8.33K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Prudential in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Prudential position peaked at $8.33K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Prudential as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.