Callan Capital’s Prudential PUK Stock Holding History

Callan Capital’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	$220K	Buy	+10,244	New	+$183K	0.02%	336

Other funds holding PUK

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Callan Capital's PUK Position: Q1 2025 in Review

Callan Capital opened a new position in Prudential (PUK) in Q1 2025: 10,244 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

Callan Capital held 10,244 shares of Prudential worth $220K as of Q1 2025.
Prudential was a new Callan Capital position in Q1 2025.
Prudential made up 0.02% of Callan Capital's portfolio in Q1 2025, its #336 holding.
193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.