MOTCO’s Prudential PUK Stock Holding History

MOTCO’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	$1.23K	Buy	+46	New	+$1.34K	﹤0.01%	575
2023 Q3	–	Sell	-92	Closed	-$2.6K	–	933
2023 Q2	$2.6K	Buy	+92	New	+$2.63K	﹤0.01%	623
2019 Q3	–	Sell	-604	Closed	-$26K	–	689
2019 Q2	$26K	Buy	+604	New	+$25.1K	﹤0.01%	447
2016 Q4	–	Sell	-60	Closed	-$2K	–	628
2016 Q3	$2K	Buy	+60	New	+$2.07K	﹤0.01%	622

Other funds holding PUK

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

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

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

MOTCO's PUK Position: Q2 2026 in Review

MOTCO opened a new position in Prudential (PUK) in Q2 2026: 46 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: MOTCO previously reported a position in PUK as recently as Q2 2023.

MOTCO first reported a position in PUK in Q3 2016 and has held it in 4 quarters since. The position peaked at $26K in Q2 2019. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

MOTCO held 46 shares of Prudential worth $1.23K as of Q2 2026.
Prudential was a new MOTCO position in Q2 2026.
Prudential made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #575 holding.
MOTCO first reported a position in Prudential in Q3 2016 and has held it in 4 quarters since.
MOTCO's Prudential position peaked at $26K in Q2 2019.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.