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PUK icon

IEQ Capital’s Prudential PUK Stock Holding History

IEQ 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
2026
Q2 		$292K Sell
10,884
-22,227
-67% -$649K ﹤0.01% 1652
2026
Q1 		$941K Buy
33,111
+17,895
+118% +$551K ﹤0.01% 1072
2025
Q4 		$474K Buy
15,216
+2,940
+24% +$84.3K ﹤0.01% 1351
2025
Q3 		$344K Buy
+12,276
New +$321K ﹤0.01% 1461

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IEQ Capital's PUK Position: Q2 2026 in Review

IEQ Capital reduced its Prudential (PUK) stake by 67% in Q2 2026, selling an estimated $649K and leaving 10,884 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

IEQ Capital first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $941K in Q1 2026. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • IEQ Capital held 10,884 shares of Prudential worth $292K as of Q2 2026.
  • IEQ Capital sold 22,227 Prudential shares in Q2 2026, an estimated $649K.
  • Prudential made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1652 holding.
  • IEQ Capital first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
  • IEQ Capital's Prudential position peaked at $941K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.