HM Payson & Co’s Prudential PUK Stock Holding History

HM Payson & Co’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	–	Sell	-66	Closed	-$2.05K	–	1198
2025 Q4	$2.05K	Buy	+66	New	+$1.89K	﹤0.01%	1055
2023 Q4	–	Sell	-138	Closed	-$3.02K	–	1026
2023 Q3	$3.02K	Hold	138	–	–	﹤0.01%	909
2023 Q2	$3.91K	Hold	138	–	–	﹤0.01%	872
2023 Q1	$3.77K	Buy	+138	New	+$4.15K	﹤0.01%	878
2021 Q4	–	Sell	-300	Closed	-$8K	–	1145
2021 Q3	$8K	Buy	+300	New	+$11.6K	﹤0.01%	858
2021 Q2	–	Sell	-309	Closed	-$8K	–	1147
2021 Q1	$8K	Hold	309	–	–	﹤0.01%	895
2020 Q4	$9K	Hold	309	–	–	﹤0.01%	874
2020 Q3	$8K	Buy	+309	New	+$9.25K	﹤0.01%	859
2020 Q2	–	Sell	-309	Closed	-$8K	–	918
2020 Q1	$8K	Hold	309	–	–	﹤0.01%	760
2019 Q4	$8K	Hold	309	–	–	﹤0.01%	827
2019 Q3	$8K	Buy	+309	New	+$11.5K	﹤0.01%	839

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

HM Payson & Co's PUK Position: Q1 2026 in Review

HM Payson & Co sold out of Prudential (PUK) in Q1 2026, closing a stake of 66 shares — an estimated $2.05K sold.

HM Payson & Co first reported a position in PUK in Q3 2019 and held it in 11 quarters. The position peaked at $9K in Q4 2020. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

HM Payson & Co reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 66 Prudential shares in Q1 2026, an estimated $2.05K.
HM Payson & Co first reported a position in Prudential in Q3 2019 and held it in 11 quarters.
HM Payson & Co's Prudential position peaked at $9K in Q4 2020.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.