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 Q2	$688K	Sell	25,667 -6,731	-21%	-$197K	0.01%	719
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 $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evergreen Capital Management's PUK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Prudential (PUK) stake by 21% in Q2 2026, selling an estimated $197K and leaving 25,667 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #719.

Evergreen Capital Management first reported a position in PUK in Q1 2018 and has held it in 8 quarters since. The position peaked at $934K in Q4 2025. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Evergreen Capital Management held 25,667 shares of Prudential worth $688K as of Q2 2026.
Evergreen Capital Management sold 6,731 Prudential shares in Q2 2026, an estimated $197K.
Prudential made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #719 holding.
Evergreen Capital Management first reported a position in Prudential in Q1 2018 and has held it in 8 quarters since.
Evergreen Capital Management's Prudential position peaked at $934K in Q4 2025.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.