Oakworth Capital’s Prudential PUK Stock Holding History

Oakworth 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 Q2	–	Sell	-478	Closed	-$10.3K	–	691
2025 Q1	$10.3K	Buy	+478	New	+$8.55K	﹤0.01%	509

Other funds holding PUK

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Oakworth Capital's PUK Position: Q2 2025 in Review

Oakworth Capital sold out of Prudential (PUK) in Q2 2025, closing a stake of 478 shares — an estimated $10.3K sold.

Oakworth Capital first reported a position in PUK in Q1 2025 and held it in 1 quarter. The position peaked at $10.3K in Q1 2025. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2025.

Oakworth Capital reported no remaining Prudential position as of Q2 2025 after selling out during the quarter.
Oakworth Capital sold 478 Prudential shares in Q2 2025, an estimated $10.3K.
Oakworth Capital first reported a position in Prudential in Q1 2025 and held it in 1 quarter.
Oakworth Capital's Prudential position peaked at $10.3K in Q1 2025.
206 funds tracked by Wall St. Rank held Prudential as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.