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Principal Securities’s Prudential PUK Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,949
Closed -$54.6K – 2981
2025
Q3 		$54.6K Sell
1,949
-244
-11% -$6.39K ﹤0.01% 1907
2025
Q2 		$54.9K Buy
2,193
+281
+15% +$6.29K ﹤0.01% 1816
2025
Q1 		$30.5K Hold
1,912
– – ﹤0.01% 1980
2024
Q4 		$30.5K Buy
1,912
+156
+9% +$2.61K ﹤0.01% 1975
2024
Q3 		$32.6K Buy
1,756
+106
+6% +$1.85K ﹤0.01% 1886
2024
Q2 		$30.2K Buy
1,650
+303
+22% +$5.71K ﹤0.01% 1855
2024
Q1 		$25.9K Buy
1,347
+111
+9% +$2.29K ﹤0.01% 1883
2023
Q4 		$27.7K Buy
+1,236
New +$27.1K ﹤0.01% 1756

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Principal Securities's PUK Position: Q4 2025 in Review

Principal Securities sold out of Prudential (PUK) in Q4 2025, closing a stake of 1,949 shares — an estimated $54.6K sold.

Principal Securities first reported a position in PUK in Q4 2023 and held it in 8 quarters. The position peaked at $54.9K in Q2 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

  • Principal Securities reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,949 Prudential shares in Q4 2025, an estimated $54.6K.
  • Principal Securities first reported a position in Prudential in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Prudential position peaked at $54.9K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.