GW&K Investment Management’s Prudential PUK Stock Holding History

GW&K Investment 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	$5K	Sell	186 -33	-15%	-$964	﹤0.01%	1011
2026 Q1	$6K	Buy	219 +33	+18%	+$1.02K	﹤0.01%	928
2025 Q4	$6K	Hold	186	–	–	﹤0.01%	915
2025 Q3	$5K	Hold	186	–	–	﹤0.01%	924
2025 Q2	$5K	Hold	186	–	–	﹤0.01%	919
2025 Q1	$4K	Hold	186	–	–	﹤0.01%	930
2024 Q4	$3K	Hold	186	–	–	﹤0.01%	905
2024 Q3	$3K	Hold	186	–	–	﹤0.01%	896
2024 Q2	$3K	Buy	186 +1	+0.5%	+$19	﹤0.01%	866
2024 Q1	$4K	Buy	185 +35	+23%	+$723	﹤0.01%	824
2023 Q4	$3K	Hold	150	–	–	﹤0.01%	849
2023 Q3	$3K	Hold	150	–	–	﹤0.01%	834
2023 Q2	$4K	Buy	+150	New	+$4.29K	﹤0.01%	810

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

GW&K Investment Management's PUK Position: Q2 2026 in Review

GW&K Investment Management reduced its Prudential (PUK) stake by 15% in Q2 2026, selling an estimated $964 and leaving 186 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

GW&K Investment Management first reported a position in PUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $6K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

GW&K Investment Management held 186 shares of Prudential worth $5K as of Q2 2026.
GW&K Investment Management sold 33 Prudential shares in Q2 2026, an estimated $964.
Prudential made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #1011 holding.
GW&K Investment Management first reported a position in Prudential in Q2 2023 and has held it in 13 quarters since.
GW&K Investment Management's Prudential position peaked at $6K in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.