Paradigm Asset Management’s Prudential PUK Stock Holding History

Paradigm Asset Management’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 Q1	–	Sell	-3,300	Closed	-$103K	–	443
2025 Q4	$103K	Hold	3,300	–	–	0.02%	337
2025 Q3	$92.4K	Hold	3,300	–	–	0.02%	337
2025 Q2	$82.6K	Hold	3,300	–	–	0.02%	346
2025 Q1	$71K	Hold	3,300	–	–	0.02%	367
2024 Q4	$52.6K	Sell	3,300 -500	-13%	-$8.38K	0.01%	383
2024 Q3	$70.5K	Sell	3,800 -700	-16%	-$12.2K	0.02%	360
2024 Q2	$82.4K	Hold	4,500	–	–	0.02%	341
2024 Q1	$86.7K	Hold	4,500	–	–	0.02%	359
2023 Q4	$101K	Hold	4,500	–	–	0.03%	342
2023 Q3	$98.6K	Buy	4,500 +2,600	+137%	+$65.8K	0.03%	346
2023 Q2	$53.8K	Hold	1,900	–	–	0.01%	393
2023 Q1	$51.9K	Hold	1,900	–	–	0.01%	413
2022 Q4	$52.2K	Hold	1,900	–	–	0.01%	423
2022 Q3	$37.8K	Buy	+1,900	New	+$43.5K	0.01%	398

Other funds holding PUK

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paradigm Asset Management's PUK Position: Q1 2026 in Review

Paradigm Asset Management sold out of Prudential (PUK) in Q1 2026, closing a stake of 3,300 shares — an estimated $103K sold.

Paradigm Asset Management first reported a position in PUK in Q3 2022 and held it in 14 quarters. The position peaked at $103K in Q4 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Paradigm Asset Management reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Paradigm Asset Management sold 3,300 Prudential shares in Q1 2026, an estimated $103K.
Paradigm Asset Management first reported a position in Prudential in Q3 2022 and held it in 14 quarters.
Paradigm Asset Management's Prudential position peaked at $103K in Q4 2025.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.