CFO
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Callan Family Office’s Prudential PUK Stock Holding History

Callan Family Office’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 		$1.31M Sell
48,797
-222
-0.5% -$6.48K 0.03% 521
2026
Q1 		$1.39M Sell
49,019
-3,346
-6% -$103K 0.03% 466
2025
Q4 		$1.63M Buy
52,365
+32,016
+157% +$918K 0.04% 402
2025
Q3 		$570K Sell
20,349
-6,547
-24% -$171K 0.02% 494
2025
Q2 		$673K Buy
+26,896
New +$602K 0.02% 497

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Callan Family Office's PUK Position: Q2 2026 in Review

Callan Family Office reduced its Prudential (PUK) stake by 0.45% in Q2 2026, selling an estimated $6.48K and leaving 48,797 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #521.

Callan Family Office first reported a position in PUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Callan Family Office held 48,797 shares of Prudential worth $1.31M as of Q2 2026.
  • Callan Family Office sold 222 Prudential shares in Q2 2026, an estimated $6.48K.
  • Prudential made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #521 holding.
  • Callan Family Office first reported a position in Prudential in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Prudential position peaked at $1.63M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.