Brown, Lisle/Cummings’s Prudential PUK Stock Holding History

Brown, Lisle/Cummings’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 Q1	$2.73K	Buy	+96	New	+$2.96K	﹤0.01%	761

Other funds holding PUK

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown, Lisle/Cummings's PUK Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Prudential (PUK) in Q1 2026: 96 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings.

260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Brown, Lisle/Cummings held 96 shares of Prudential worth $2.73K as of Q1 2026.
Prudential was a new Brown, Lisle/Cummings position in Q1 2026.
Prudential made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #761 holding.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.