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Lindbrook Capital’s Prudential PUK Stock Holding History

Lindbrook Capital’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
Q1 		$28.3K Buy
1,315
+562
+75% +$10.1K ﹤0.01% 1211
2024
Q4 		$12K Sell
753
-482
-39% -$8.08K ﹤0.01% 1556
2024
Q3 		$22.9K Sell
1,235
-319
-21% -$5.57K ﹤0.01% 1220
2024
Q2 		$28.5K Buy
1,554
+650
+72% +$12.3K ﹤0.01% 1052
2024
Q1 		$17.4K Sell
904
-167
-16% -$3.45K ﹤0.01% 1283
2023
Q4 		$24K Sell
1,071
-30
-3% -$657 ﹤0.01% 1082
2023
Q3 		$24.1K Buy
1,101
+245
+29% +$6.2K ﹤0.01% 978
2023
Q2 		$24.2K Sell
856
-155
-15% -$4.44K ﹤0.01% 990
2023
Q1 		$27.6K Buy
1,011
+372
+58% +$11.2K ﹤0.01% 926
2022
Q4 		$17.6K Buy
639
+43
+7% +$983 ﹤0.01% 1129
2022
Q3 		$12K Sell
596
-245
-29% -$5.61K ﹤0.01% 1248
2022
Q2 		$21K Sell
841
-112
-12% -$2.88K ﹤0.01% 950
2022
Q1 		$28K Buy
953
+72
+8% +$2.3K ﹤0.01% 876
2021
Q4 		$30K Sell
881
-265
-23% -$10.1K ﹤0.01% 885
2021
Q3 		$45K Buy
1,146
+141
+14% +$5.45K 0.01% 467
2021
Q2 		$37K Buy
1,005
+31
+3% +$1.27K 0.01% 565
2021
Q1 		$40K Buy
974
+45
+5% +$1.71K 0.01% 520
2020
Q4 		$33K Sell
929
-66
-7% -$2.03K 0.01% 532
2020
Q3 		$28K Buy
995
+29
+3% +$868 0.01% 515
2020
Q2 		$28K Buy
966
+331
+52% +$8.75K 0.01% 512
2020
Q1 		$15K Sell
635
-1,658
-72% -$52.8K 0.01% 642
2019
Q4 		$85K Buy
2,293
+182
+9% +$6.42K 0.03% 280
2019
Q3 		$75K Sell
2,111
-568
-21% -$21.1K 0.03% 294
2019
Q2 		$113K Buy
2,679
+124
+5% +$5.16K 0.04% 211
2019
Q1 		$99K Buy
2,555
+551
+27% +$21.3K 0.04% 229
2018
Q4 		$68K Buy
+2,004
New +$76.6K 0.03% 263

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lindbrook Capital's PUK Position: Q1 2025 in Review

Lindbrook Capital increased its Prudential (PUK) stake by 75% in Q1 2025, buying an estimated $10.1K and bringing the position to 1,315 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Lindbrook Capital first reported a position in PUK in Q4 2018 and has held it in 26 quarters since. The position peaked at $113K in Q2 2019. 194 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

  • Lindbrook Capital held 1,315 shares of Prudential worth $28.3K as of Q1 2025.
  • Lindbrook Capital bought 562 Prudential shares in Q1 2025, an estimated $10.1K.
  • Prudential made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1211 holding.
  • Lindbrook Capital first reported a position in Prudential in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Prudential position peaked at $113K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.