Kovitz Investment Group Partners’s Prudential PUK Stock Holding History

Kovitz Investment Group 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	-18,554	Closed	-$520K	–	1109
2025 Q3	$520K	Sell	18,554 -1,637	-8%	-$42.9K	﹤0.01%	1021
2025 Q2	$505K	Sell	20,191 -14,488	-42%	-$324K	﹤0.01%	965
2025 Q1	$746K	Sell	34,679 -2,560	-7%	-$45.8K	﹤0.01%	811
2024 Q4	$594K	Buy	37,239 +558	+2%	+$9.35K	﹤0.01%	848
2024 Q3	$672K	Buy	36,681 +3,380	+10%	+$59K	﹤0.01%	708
2024 Q2	$610K	Buy	33,301 +7,539	+29%	+$142K	0.01%	623
2024 Q1	$496K	Buy	+25,762	New	+$532K	0.01%	505

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Kovitz Investment Group Partners's PUK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Prudential (PUK) in Q4 2025, closing a stake of 18,554 shares — an estimated $520K sold.

Kovitz Investment Group Partners first reported a position in PUK in Q1 2024 and held it in 7 quarters. The position peaked at $746K in Q1 2025. 252 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 18,554 Prudential shares in Q4 2025, an estimated $520K.
Kovitz Investment Group Partners first reported a position in Prudential in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Prudential position peaked at $746K in Q1 2025.
252 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.