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Dorsey & Whitney Trust’s Prudential PUK Stock Holding History

Dorsey & Whitney 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
Q1 		– Sell
-6,660
Closed -$207K – 740
2025
Q4 		$207K Buy
+6,660
New +$191K 0.01% 674
2023
Q3 		– Sell
-7,744
Closed -$219K – 609
2023
Q2 		$219K Sell
7,744
-27
-0.3% -$773 0.02% 535
2023
Q1 		$212K Buy
+7,771
New +$233K 0.02% 519
2019
Q3 		– Sell
-5,744
Closed -$244K – 443
2019
Q2 		$244K Buy
5,744
+596
+12% +$24.8K 0.04% 326
2019
Q1 		$201K Buy
+5,148
New +$199K 0.03% 368

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dorsey & Whitney Trust's PUK Position: Q1 2026 in Review

Dorsey & Whitney Trust sold out of Prudential (PUK) in Q1 2026, closing a stake of 6,660 shares — an estimated $207K sold.

Dorsey & Whitney Trust first reported a position in PUK in Q1 2019 and held it in 5 quarters. The position peaked at $244K in Q2 2019. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Dorsey & Whitney Trust reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 6,660 Prudential shares in Q1 2026, an estimated $207K.
  • Dorsey & Whitney Trust first reported a position in Prudential in Q1 2019 and held it in 5 quarters.
  • Dorsey & Whitney Trust's Prudential position peaked at $244K in Q2 2019.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.