Burk Holdings’s Prudential PUK Stock Holding History

Burk Holdings’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	$885	Hold	33	–	–	﹤0.01%	591
2026 Q1	$938	Buy	+33	New	+$1.02K	﹤0.01%	603

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

Burk Holdings's PUK Position: Q2 2026 in Review

Burk Holdings held its Prudential (PUK) position steady in Q2 2026 at 33 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Burk Holdings first reported a position in PUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $938 in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Burk Holdings held 33 shares of Prudential worth $885 as of Q2 2026.
Burk Holdings left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #591 holding.
Burk Holdings first reported a position in Prudential in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Prudential position peaked at $938 in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.