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 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 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

IEQ Capital's PUK Position: Q1 2026 in Review

IEQ Capital increased its Prudential (PUK) stake by 118% in Q1 2026, buying an estimated $551K and bringing the position to 33,111 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

IEQ Capital first reported a position in PUK in Q3 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

IEQ Capital held 33,111 shares of Prudential worth $941K as of Q1 2026.
IEQ Capital bought 17,895 Prudential shares in Q1 2026, an estimated $551K.
Prudential made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1072 holding.
IEQ Capital first reported a position in Prudential in Q3 2025 and has held it in 3 quarters since.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.