Independence Bank of Kentucky’s Prudential PUK Stock Holding History

Independence Bank of Kentucky’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	-26	Closed	-$809	–	704
2025 Q4	$809	Buy	+26	New	+$745	﹤0.01%	699

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 $552B AUM 44.19% 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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return

Independence Bank of Kentucky's PUK Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Prudential (PUK) in Q1 2026, closing a stake of 26 shares — an estimated $809 sold.

Independence Bank of Kentucky first reported a position in PUK in Q4 2025 and held it in 1 quarter. The position peaked at $809 in Q4 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Independence Bank of Kentucky reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 26 Prudential shares in Q1 2026, an estimated $809.
Independence Bank of Kentucky first reported a position in Prudential in Q4 2025 and held it in 1 quarter.
Independence Bank of Kentucky's Prudential position peaked at $809 in Q4 2025.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.