Fairman Group’s Prudential PUK Stock Holding History

Fairman 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	–	Sell	-22	Closed	-$619	–	348
2025 Q3	$619	Hold	22	–	–	﹤0.01%	252
2025 Q2	$550	Hold	22	–	–	﹤0.01%	235
2025 Q1	$351	Hold	22	–	–	﹤0.01%	237
2024 Q4	$351	Hold	22	–	–	﹤0.01%	324
2024 Q3	$411	Hold	22	–	–	﹤0.01%	364
2024 Q2	$403	Hold	22	–	–	﹤0.01%	357
2024 Q1	$424	Hold	22	–	–	﹤0.01%	352
2023 Q4	$494	Buy	+22	New	+$482	﹤0.01%	349

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

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fairman Group's PUK Position: Q4 2025 in Review

Fairman Group sold out of Prudential (PUK) in Q4 2025, closing a stake of 22 shares — an estimated $619 sold.

Fairman Group first reported a position in PUK in Q4 2023 and held it in 8 quarters. The position peaked at $619 in Q3 2025. 252 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Fairman Group reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Fairman Group sold 22 Prudential shares in Q4 2025, an estimated $619.
Fairman Group first reported a position in Prudential in Q4 2023 and held it in 8 quarters.
Fairman Group's Prudential position peaked at $619 in Q3 2025.
252 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Fairman Group's 13F filing for Q4 2025, filed 13 Feb 2026.