Capital Fund Management (CFM)
PUK icon

Capital Fund Management (CFM)’s Prudential PUK Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-11,122
Closed -$346K – 2457
2025
Q4 		$346K Hold
11,122
– – ﹤0.01% 2275
2025
Q3 		$311K Hold
11,122
– – ﹤0.01% 2378
2025
Q2 		$278K Sell
11,122
-6,977
-39% -$156K ﹤0.01% 2284
2025
Q1 		$389K Sell
18,099
-96,777
-84% -$1.73M ﹤0.01% 1878
2024
Q4 		$1.83M Buy
114,876
+22,003
+24% +$369K ﹤0.01% 1525
2024
Q3 		$1.72M Buy
+92,873
New +$1.62M ﹤0.01% 1504
2024
Q1 		– Sell
-20,864
Closed -$468K – 2221
2023
Q4 		$468K Buy
20,864
+5,097
+32% +$112K ﹤0.01% 1996
2023
Q3 		$346K Buy
+15,767
New +$399K ﹤0.01% 1846
2019
Q3 		– Sell
-7,733
Closed -$329K – 1841
2019
Q2 		$329K Buy
+7,733
New +$322K ﹤0.01% 1346
2018
Q3 		– Sell
-6,495
Closed -$288K – 2206
2018
Q2 		$288K Buy
+6,495
New +$317K ﹤0.01% 1800
2018
Q1 		– Sell
-6,702
Closed -$330K – 2116
2017
Q4 		$330K Buy
+6,702
New +$319K ﹤0.01% 1592
2015
Q4 		– Sell
-10,826
Closed -$442K – 1684
2015
Q3 		$442K Buy
+10,826
New +$482K ﹤0.01% 1088
2014
Q2 		– Sell
-7,933
Closed -$327K – 1879
2014
Q1 		$327K Buy
+7,933
New +$339K ﹤0.01% 1436
2013
Q3 		– Sell
-13,459
Closed -$427K – 1835
2013
Q2 		$427K Buy
+13,459
New +$442K 0.01% 1041

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Fund Management (CFM)'s PUK Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Prudential (PUK) in Q1 2026, closing a stake of 11,122 shares — an estimated $346K sold.

Capital Fund Management (CFM) first reported a position in PUK in Q2 2013 and held it in 14 quarters. The position peaked at $1.83M in Q4 2024. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,122 Prudential shares in Q1 2026, an estimated $346K.
  • Capital Fund Management (CFM) first reported a position in Prudential in Q2 2013 and held it in 14 quarters.
  • Capital Fund Management (CFM)'s Prudential position peaked at $1.83M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.