&Partners’s Prudential PUK Stock Holding History

&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	$426K	Buy	15,874 +4,004	+34%	+$117K	﹤0.01%	1928
2026 Q1	$338K	Buy	11,870 +2,747	+30%	+$84.6K	﹤0.01%	1912
2025 Q4	$286K	Buy	+9,123	New	+$261K	﹤0.01%	1948

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

&Partners's PUK Position: Q2 2026 in Review

&Partners increased its Prudential (PUK) stake by 34% in Q2 2026, buying an estimated $117K and bringing the position to 15,874 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

&Partners first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

&Partners held 15,874 shares of Prudential worth $426K as of Q2 2026.
&Partners bought 4,004 Prudential shares in Q2 2026, an estimated $117K.
Prudential made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1928 holding.
&Partners first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.