Bill Nygren’s Prudential PUK Stock Holding History

Bill Nygren’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	$205K	Buy	+7,635	New	+$223K	﹤0.01%	154
2026 Q1	–	Sell	-7,520	Closed	-$234K	–	182
2025 Q4	$234K	Buy	7,520 +25	+0.3%	+$716	﹤0.01%	153
2025 Q3	$210K	Sell	7,495 -1,375	-16%	-$36K	﹤0.01%	166
2025 Q2	$222K	Sell	8,870 -2,685	-23%	-$60.1K	﹤0.01%	158
2025 Q1	$248K	Buy	+11,555	New	+$207K	﹤0.01%	146

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bill Nygren's PUK Position: Q2 2026 in Review

Bill Nygren opened a new position in Prudential (PUK) in Q2 2026: 7,635 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Bill Nygren previously reported a position in PUK as recently as Q4 2025.

Bill Nygren first reported a position in PUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q1 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Bill Nygren held 7,635 shares of Prudential worth $205K as of Q2 2026.
Prudential was a new Bill Nygren position in Q2 2026.
Prudential made up ﹤0.01% of Bill Nygren's portfolio in Q2 2026, its #154 holding.
Bill Nygren first reported a position in Prudential in Q1 2025 and has held it in 5 quarters since.
Bill Nygren's Prudential position peaked at $248K in Q1 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.