KFP
PUK icon

KB Financial Partners’s Prudential PUK Stock Holding History

KB Financial Partners’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
2023
Q3 		$2K Hold
73
– – ﹤0.01% 534
2023
Q2 		$2K Hold
73
– – ﹤0.01% 555
2023
Q1 		$2K Hold
73
– – ﹤0.01% 542
2022
Q4 		$2K Hold
73
– – ﹤0.01% 540
2022
Q3 		$1K Hold
73
– – ﹤0.01% 571
2022
Q2 		$2K Hold
73
– – ﹤0.01% 539
2022
Q1 		$2K Sell
73
-19
-21% -$607 ﹤0.01% 576
2021
Q4 		$3K Buy
+92
New +$3.49K ﹤0.01% 556
2021
Q3 		– Sell
-146
Closed -$5K – 476
2021
Q2 		$5K Hold
146
– – ﹤0.01% 482
2021
Q1 		$6K Buy
+146
New +$5.56K ﹤0.01% 492

Other funds holding PUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KB Financial Partners's PUK Position: Q3 2023 in Review

KB Financial Partners held its Prudential (PUK) position steady in Q3 2023 at 73 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

KB Financial Partners first reported a position in PUK in Q1 2021 and has held it in 10 quarters since. The position peaked at $6K in Q1 2021. 167 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

  • KB Financial Partners held 73 shares of Prudential worth $2K as of Q3 2023.
  • KB Financial Partners left its Prudential share count unchanged in Q3 2023.
  • Prudential made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #534 holding.
  • KB Financial Partners first reported a position in Prudential in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Prudential position peaked at $6K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.