Kings Path Partners’s Prudential PUK Stock Holding History

Kings Path 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
2025 Q4	–	Sell	-125	Closed	-$3.5K	–	321
2025 Q3	$3.5K	Buy	+125	New	+$3.27K	﹤0.01%	268

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

Kings Path Partners's PUK Position: Q4 2025 in Review

Kings Path Partners sold out of Prudential (PUK) in Q4 2025, closing a stake of 125 shares — an estimated $3.5K sold.

Kings Path Partners first reported a position in PUK in Q3 2025 and held it in 1 quarter. The position peaked at $3.5K in Q3 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Kings Path Partners reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Kings Path Partners sold 125 Prudential shares in Q4 2025, an estimated $3.5K.
Kings Path Partners first reported a position in Prudential in Q3 2025 and held it in 1 quarter.
Kings Path Partners's Prudential position peaked at $3.5K in Q3 2025.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Kings Path Partners's 13F filing for Q4 2025, filed 14 Jul 2026.