Iconiq Capital’s Prudential PUK Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-14,098	Closed	-$353K	–	320
2025 Q2	$353K	Buy	14,098 +531	+4%	+$11.9K	0.01%	247
2025 Q1	$292K	Buy	+13,567	New	+$243K	0.01%	273

Other funds holding PUK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Iconiq Capital's PUK Position: Q3 2025 in Review

Iconiq Capital sold out of Prudential (PUK) in Q3 2025, closing a stake of 14,098 shares — an estimated $353K sold.

Iconiq Capital first reported a position in PUK in Q1 2025 and held it in 2 quarters. The position peaked at $353K in Q2 2025. 224 funds tracked by Wall St. Rank hold PUK as of Q3 2025.

Iconiq Capital reported no remaining Prudential position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 14,098 Prudential shares in Q3 2025, an estimated $353K.
Iconiq Capital first reported a position in Prudential in Q1 2025 and held it in 2 quarters.
Iconiq Capital's Prudential position peaked at $353K in Q2 2025.
224 funds tracked by Wall St. Rank held Prudential as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.