Investors Research Corp’s Prudential PUK Stock Holding History

Investors Research Corp’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 Q4	–	Sell	-44	Closed	-$1.23K	–	887
2025 Q3	$1.23K	Hold	44	–	–	﹤0.01%	803
2025 Q2	$1.1K	Hold	44	–	–	﹤0.01%	856
2025 Q1	$946	Hold	44	–	–	﹤0.01%	890
2024 Q4	$701	Hold	44	–	–	﹤0.01%	891
2024 Q3	$816	Hold	44	–	–	﹤0.01%	922
2024 Q2	$806	Hold	44	–	–	﹤0.01%	992
2024 Q1	$848	Hold	44	–	–	﹤0.01%	966
2023 Q4	$988	Hold	44	–	–	﹤0.01%	991
2023 Q3	$964	Hold	44	–	–	﹤0.01%	1001
2023 Q2	$1.25K	Hold	44	–	–	﹤0.01%	996
2023 Q1	$1.2K	Hold	44	–	–	﹤0.01%	1026
2022 Q4	$1.21K	Hold	44	–	–	﹤0.01%	1031
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	1049
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	1041
2022 Q1	$1K	Hold	44	–	–	﹤0.01%	988
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	918
2021 Q3	$2K	Sell	44 -1	-2%	-$39	﹤0.01%	928
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	910
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	903
2020 Q4	$2K	Hold	45	–	–	﹤0.01%	1001
2020 Q3	$1K	Hold	45	–	–	﹤0.01%	1055
2020 Q2	$1K	Hold	45	–	–	﹤0.01%	1059
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	1087
2019 Q4	$2K	Hold	45	–	–	﹤0.01%	1038
2019 Q3	$2K	Hold	45	–	–	﹤0.01%	1039
2019 Q2	$2K	Hold	45	–	–	﹤0.01%	984
2019 Q1	$2K	Buy	+45	New	+$1.74K	﹤0.01%	957

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Investors Research Corp's PUK Position: Q4 2025 in Review

Investors Research Corp sold out of Prudential (PUK) in Q4 2025, closing a stake of 44 shares — an estimated $1.23K sold.

Investors Research Corp first reported a position in PUK in Q1 2019 and held it in 27 quarters. The position peaked at $2K in Q4 2021. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Investors Research Corp reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Investors Research Corp sold 44 Prudential shares in Q4 2025, an estimated $1.23K.
Investors Research Corp first reported a position in Prudential in Q1 2019 and held it in 27 quarters.
Investors Research Corp's Prudential position peaked at $2K in Q4 2021.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.