Community Bank’s Prudential PUK Stock Holding History

Community Bank’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	$70.5K	Hold	2,479	–	–	0.01%	267
2025 Q4	$77.1K	Hold	2,479	–	–	0.01%	262
2025 Q3	$69.4K	Buy	+2,479	New	+$64.9K	0.01%	265
2022 Q4	–	Sell	-94	Closed	-$2K	–	647
2022 Q3	$2K	Buy	+94	New	+$2.15K	﹤0.01%	528
2020 Q4	–	Sell	-69	Closed	-$2K	–	502
2020 Q3	$2K	Hold	69	–	–	﹤0.01%	442
2020 Q2	$2K	Hold	69	–	–	﹤0.01%	448
2020 Q1	$2K	Sell	69 -70	-50%	-$2.23K	﹤0.01%	399
2019 Q4	$5K	Hold	139	–	–	﹤0.01%	390
2019 Q3	$5K	Hold	139	–	–	﹤0.01%	390
2019 Q2	$6K	Hold	139	–	–	﹤0.01%	389
2019 Q1	$5K	Hold	139	–	–	﹤0.01%	422
2018 Q4	$5K	Sell	139 -41	-23%	-$1.57K	﹤0.01%	410
2018 Q3	$8K	Hold	180	–	–	﹤0.01%	426
2018 Q2	$8K	Hold	180	–	–	﹤0.01%	430
2018 Q1	$9K	Hold	180	–	–	﹤0.01%	438
2017 Q4	$9K	Buy	+180	New	+$8.57K	﹤0.01%	537

Other funds holding PUK

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Community Bank's PUK Position: Q1 2026 in Review

Community Bank held its Prudential (PUK) position steady in Q1 2026 at 2,479 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Community Bank first reported a position in PUK in Q4 2017 and has held it in 16 quarters since. The position peaked at $77.1K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Community Bank held 2,479 shares of Prudential worth $70.5K as of Q1 2026.
Community Bank left its Prudential share count unchanged in Q1 2026.
Prudential made up 0.01% of Community Bank's portfolio in Q1 2026, its #267 holding.
Community Bank first reported a position in Prudential in Q4 2017 and has held it in 16 quarters since.
Community Bank's Prudential position peaked at $77.1K in Q4 2025.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.