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Mondrian Investment Partners’s Prudential PUK Stock Holding History

Mondrian Investment 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
2026
Q2 		$2.75M Buy
102,721
+58,445
+132% +$1.71M 0.04% 49
2026
Q1 		$1.26M Sell
44,276
-118
-0.3% -$3.63K 0.02% 57
2025
Q4 		$1.38M Buy
+44,394
New +$1.27M 0.02% 59

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ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Mondrian Investment Partners's PUK Position: Q2 2026 in Review

Mondrian Investment Partners increased its Prudential (PUK) stake by 132% in Q2 2026, buying an estimated $1.71M and bringing the position to 102,721 shares worth $2.75M. The position accounts for 0.04% of the portfolio, ranked #49.

Mondrian Investment Partners first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Mondrian Investment Partners held 102,721 shares of Prudential worth $2.75M as of Q2 2026.
  • Mondrian Investment Partners bought 58,445 Prudential shares in Q2 2026, an estimated $1.71M.
  • Prudential made up 0.04% of Mondrian Investment Partners's portfolio in Q2 2026, its #49 holding.
  • Mondrian Investment Partners first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.