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BOK Financial Private Wealth’s Prudential PUK Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-60
Closed -$957 – 631
2024
Q4 		$957 Buy
+60
New +$1K ﹤0.01% 512
2024
Q3 		– Hold
0
– – – 525

Other funds holding PUK

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BOK Financial Private Wealth's PUK Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Prudential (PUK) in Q1 2025, closing a stake of 60 shares — an estimated $957 sold.

BOK Financial Private Wealth first reported a position in PUK in Q4 2024 and held it in 1 quarter. The position peaked at $957 in Q4 2024. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 60 Prudential shares in Q1 2025, an estimated $957.
  • BOK Financial Private Wealth first reported a position in Prudential in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Prudential position peaked at $957 in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.