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Chicago Trust’s Prudential PUK Stock Holding History

Chicago Trust’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
Q3 		$582K Buy
+23,522
New +$652K 0.08% 217

Other funds holding PUK

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Manske Wealth Management
Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Chicago Trust's PUK Position: Q3 2026 in Review

Chicago Trust opened a new position in Prudential (PUK) in Q3 2026: 23,522 shares worth $582K. The stake represents 0.08% of the portfolio and ranks #217 among its holdings.

86 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Chicago Trust held 23,522 shares of Prudential worth $582K as of Q3 2026.
  • Prudential was a new Chicago Trust position in Q3 2026.
  • Prudential made up 0.08% of Chicago Trust's portfolio in Q3 2026, its #217 holding.
  • 86 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.