Johnson Financial Group Inc (Wisconsin)’s Prudential PUK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-707	Closed	-$19.9K	–	1066
2025 Q3	$19.9K	Buy	+707	New	+$18.5K	﹤0.01%	711
2024 Q4	–	Sell	-160	Closed	-$2.97K	–	963
2024 Q3	$2.97K	Buy	+160	New	+$2.79K	﹤0.01%	844
2024 Q1	–	Sell	-32	Closed	-$719	–	949
2023 Q4	$719	Buy	+32	New	+$701	﹤0.01%	803
2019 Q4	–	Sell	-74	Closed	-$3K	–	571
2019 Q3	$3K	Buy	+74	New	+$2.75K	﹤0.01%	511
2015 Q4	–	Sell	-261	Closed	-$11K	–	808
2015 Q3	$11K	Buy	261 +34	+15%	+$1.51K	﹤0.01%	649
2015 Q2	$11K	Hold	227	–	–	﹤0.01%	672
2015 Q1	$11K	Hold	227	–	–	﹤0.01%	675
2014 Q4	$10K	Hold	227	–	–	﹤0.01%	646
2014 Q3	$10K	Buy	+227	New	+$10.3K	﹤0.01%	613

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

Johnson Financial Group Inc (Wisconsin)'s PUK Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Prudential (PUK) in Q4 2025, closing a stake of 707 shares — an estimated $19.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PUK in Q3 2014 and held it in 9 quarters. The position peaked at $19.9K in Q3 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 707 Prudential shares in Q4 2025, an estimated $19.9K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Prudential in Q3 2014 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Prudential position peaked at $19.9K in Q3 2025.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.