Harbour Investments’s Prudential PUK Stock Holding History

Harbour Investments’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	$414	Buy	15 +3	+25%	+$88	﹤0.01%	4409
2026 Q1	$341	Buy	+12	New	+$370	﹤0.01%	4331
2024 Q1	–	Sell	-12	Closed	-$269	–	3291
2023 Q4	$269	Buy	+12	New	+$263	﹤0.01%	2998
2023 Q3	–	Sell	-208	Closed	-$5.89K	–	3079
2023 Q2	$5.89K	Buy	208 +70	+51%	+$2K	﹤0.01%	2224
2023 Q1	$3.77K	Sell	138 -48	-26%	-$1.44K	﹤0.01%	2387
2022 Q4	$5.11K	Buy	186 +138	+288%	+$3.15K	﹤0.01%	2208
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	2640
2022 Q2	$1K	Buy	+48	New	+$1.23K	﹤0.01%	2640
2021 Q4	$2K	Buy	+48	New	+$1.82K	﹤0.01%	2428

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

Harbour Investments's PUK Position: Q2 2026 in Review

Harbour Investments increased its Prudential (PUK) stake by 25% in Q2 2026, buying an estimated $88 and bringing the position to 15 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #4409.

Harbour Investments first reported a position in PUK in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.89K in Q2 2023. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Harbour Investments held 15 shares of Prudential worth $414 as of Q2 2026.
Harbour Investments bought 3 Prudential shares in Q2 2026, an estimated $88.
Prudential made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4409 holding.
Harbour Investments first reported a position in Prudential in Q4 2021 and has held it in 9 quarters since.
Harbour Investments's Prudential position peaked at $5.89K in Q2 2023.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.