&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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

&Partners's PUK Position: Q1 2026 in Review

&Partners increased its Prudential (PUK) stake by 30% in Q1 2026, buying an estimated $84.6K and bringing the position to 11,870 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

&Partners first reported a position in PUK in Q4 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

&Partners held 11,870 shares of Prudential worth $338K as of Q1 2026.
&Partners bought 2,747 Prudential shares in Q1 2026, an estimated $84.6K.
Prudential made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1912 holding.
&Partners first reported a position in Prudential in Q4 2025 and has held it in 2 quarters since.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.