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Laird Norton Wetherby Trust Company’s Prudential PUK Stock Holding History

Laird Norton Wetherby Trust Company’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
2026
Q2 		$601K Buy
22,433
+2,542
+13% +$74.2K 0.01% 656
2026
Q1 		$573K Buy
19,891
+1,056
+6% +$32.5K 0.01% 647
2025
Q4 		$586K Buy
+18,835
New +$540K 0.01% 658

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Laird Norton Wetherby Trust Company's PUK Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Prudential (PUK) stake by 13% in Q2 2026, buying an estimated $74.2K and bringing the position to 22,433 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #656.

Laird Norton Wetherby Trust Company first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 22,433 shares of Prudential worth $601K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 2,542 Prudential shares in Q2 2026, an estimated $74.2K.
  • Prudential made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #656 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.