Aquatic Capital Management’s Prudential PUK Stock Holding History

Aquatic Capital Management’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 Q4	–	Sell	-57,590	Closed	-$1.61M	–	1697
2025 Q3	$1.61M	Buy	+57,590	New	+$1.51M	0.03%	539
2025 Q2	–	Sell	-37,124	Closed	-$798K	–	1479
2025 Q1	$798K	Buy	37,124 +19,747	+114%	+$353K	0.02%	653
2024 Q4	$277K	Buy	+17,377	New	+$291K	0.01%	863
2024 Q3	–	Sell	-3,300	Closed	-$60.5K	–	1464
2024 Q2	$60.5K	Sell	3,300 -7,500	-69%	-$141K	﹤0.01%	983
2024 Q1	$208K	Sell	10,800 -26,800	-71%	-$553K	0.01%	755
2023 Q4	$844K	Buy	37,600 +37,500	+37,500%	+$822K	0.02%	512
2023 Q3	$2K	Buy	+100	New	+$2.53K	﹤0.01%	1194
2022 Q4	–	Sell	-1,900	Closed	-$38K	–	1732
2022 Q3	$38K	Buy	+1,900	New	+$43.5K	﹤0.01%	922
2022 Q1	–	Sell	-1,800	Closed	-$62K	–	1436
2021 Q4	$62K	Buy	+1,800	New	+$68.3K	0.12%	245

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Aquatic Capital Management's PUK Position: Q4 2025 in Review

Aquatic Capital Management sold out of Prudential (PUK) in Q4 2025, closing a stake of 57,590 shares — an estimated $1.61M sold.

Aquatic Capital Management first reported a position in PUK in Q4 2021 and held it in 9 quarters. The position peaked at $1.61M in Q3 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Aquatic Capital Management reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Aquatic Capital Management sold 57,590 Prudential shares in Q4 2025, an estimated $1.61M.
Aquatic Capital Management first reported a position in Prudential in Q4 2021 and held it in 9 quarters.
Aquatic Capital Management's Prudential position peaked at $1.61M in Q3 2025.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.