Evergreen Capital Management’s Prudential PUK Stock Holding History

Evergreen Capital Management’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	$934K	Buy	32,398 +2,373	+8%	+$73.1K	0.02%	513
2025 Q4	$934K	Sell	30,025 -1,429	-5%	-$41K	0.02%	490
2025 Q3	$884K	Buy	31,454 +8,526	+37%	+$223K	0.02%	437
2025 Q2	$574K	Buy	22,928 +6,088	+36%	+$136K	0.02%	500
2025 Q1	$367K	Buy	16,840 +2,810	+20%	+$50.3K	0.01%	637
2024 Q4	$224K	Buy	+14,030	New	+$235K	0.01%	914
2018 Q2	–	Sell	-4,169	Closed	-$207K	–	393
2018 Q1	$207K	Buy	+4,169	New	+$211K	0.02%	334

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

Evergreen Capital Management's PUK Position: Q1 2026 in Review

Evergreen Capital Management increased its Prudential (PUK) stake by 7.9% in Q1 2026, buying an estimated $73.1K and bringing the position to 32,398 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #513.

Evergreen Capital Management first reported a position in PUK in Q1 2018 and has held it in 7 quarters since. The position peaked at $934K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Evergreen Capital Management held 32,398 shares of Prudential worth $934K as of Q1 2026.
Evergreen Capital Management bought 2,373 Prudential shares in Q1 2026, an estimated $73.1K.
Prudential made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #513 holding.
Evergreen Capital Management first reported a position in Prudential in Q1 2018 and has held it in 7 quarters since.
Evergreen Capital Management's Prudential position peaked at $934K in Q4 2025.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.