Parkside Financial Bank & Trust’s Prudential PUK Stock Holding History

Parkside Financial Bank & Trust’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	$10.4K	Hold	366	–	–	﹤0.01%	1571
2025 Q4	$11.4K	Hold	366	–	–	﹤0.01%	1523
2025 Q3	$10.2K	Hold	366	–	–	﹤0.01%	1509
2025 Q2	$9.16K	Buy	366 +33	+10%	+$738	﹤0.01%	1505
2025 Q1	$7.16K	Buy	333 +326	+4,657%	+$5.83K	﹤0.01%	1523
2024 Q4	$112	Sell	7 -94	-93%	-$1.57K	﹤0.01%	2111
2024 Q3	$1.87K	Sell	101 -29	-22%	-$506	﹤0.01%	1610
2024 Q2	$2.38K	Sell	130 -21	-14%	-$396	﹤0.01%	1522
2024 Q1	$2.91K	Sell	151 -22	-13%	-$454	﹤0.01%	1450
2023 Q4	$3.88K	Buy	+173	New	+$3.79K	﹤0.01%	1369
2017 Q2	–	Sell	-127	Closed	-$5K	–	1513
2017 Q1	$5K	Hold	127	–	–	﹤0.01%	834
2016 Q4	$5K	Hold	127	–	–	﹤0.01%	834
2016 Q3	$4K	Sell	127 -80	-39%	-$2.76K	﹤0.01%	892
2016 Q2	$7K	Hold	207	–	–	﹤0.01%	767
2016 Q1	$7K	Buy	207 +8	+4%	+$290	﹤0.01%	729
2015 Q4	$9K	Buy	199 +6	+3%	+$267	﹤0.01%	678
2015 Q3	$8K	Buy	+193	New	+$8.58K	﹤0.01%	696

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

Parkside Financial Bank & Trust's PUK Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Prudential (PUK) position steady in Q1 2026 at 366 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Parkside Financial Bank & Trust first reported a position in PUK in Q3 2015 and has held it in 17 quarters since. The position peaked at $11.4K in Q4 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Parkside Financial Bank & Trust held 366 shares of Prudential worth $10.4K as of Q1 2026.
Parkside Financial Bank & Trust left its Prudential share count unchanged in Q1 2026.
Prudential made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1571 holding.
Parkside Financial Bank & Trust first reported a position in Prudential in Q3 2015 and has held it in 17 quarters since.
Parkside Financial Bank & Trust's Prudential position peaked at $11.4K in Q4 2025.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.