CIBC Private Wealth Group
PUK icon

CIBC Private Wealth Group’s Prudential PUK Stock Holding History

CIBC Private Wealth Group’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
Q4 		$11.6K Buy
372
+277
+292% +$7.94K ﹤0.01% 2375
2025
Q3 		$2.66K Buy
95
+1
+1% +$26 ﹤0.01% 2685
2025
Q2 		$2.35K Sell
94
-122
-56% -$2.73K ﹤0.01% 2601
2025
Q1 		$3.89K Buy
+216
New +$3.87K ﹤0.01% 2526
2024
Q4 		– Sell
-184
Closed -$3.41K – 3145
2024
Q3 		$3.41K Sell
184
-793
-81% -$13.8K ﹤0.01% 2704
2024
Q2 		$18.1K Buy
977
+130
+15% +$2.45K ﹤0.01% 2073
2024
Q1 		$16.1K Buy
+847
New +$17.5K ﹤0.01% 2118
2018
Q3 		– Sell
-137
Closed -$6K – 1532
2018
Q2 		$6K Buy
137
+65
+90% +$3.17K ﹤0.01% 1685
2018
Q1 		$4K Hold
72
– – ﹤0.01% 1711
2017
Q4 		$4K Buy
+72
New +$3.43K ﹤0.01% 1735

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

CIBC Private Wealth Group's PUK Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Prudential (PUK) stake by 292% in Q4 2025, buying an estimated $7.94K and bringing the position to 372 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

CIBC Private Wealth Group first reported a position in PUK in Q4 2017 and has held it in 10 quarters since. The position peaked at $18.1K in Q2 2024. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

  • CIBC Private Wealth Group held 372 shares of Prudential worth $11.6K as of Q4 2025.
  • CIBC Private Wealth Group bought 277 Prudential shares in Q4 2025, an estimated $7.94K.
  • Prudential made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2375 holding.
  • CIBC Private Wealth Group first reported a position in Prudential in Q4 2017 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's Prudential position peaked at $18.1K in Q2 2024.
  • 251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.