Rockefeller Capital Management
PUK icon

Rockefeller Capital Management’s Prudential PUK Stock Holding History

Rockefeller Capital 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
Q2 		$345K Buy
12,863
+348
+3% +$10.2K ﹤0.01% 2282
2026
Q1 		$356K Buy
12,515
+6,903
+123% +$213K ﹤0.01% 2164
2025
Q4 		$175K Buy
5,612
+3,604
+179% +$103K ﹤0.01% 2445
2025
Q3 		$56.2K Buy
+2,008
New +$52.6K ﹤0.01% 2853
2024
Q3 		– Sell
-16,126
Closed -$296K – 1670
2024
Q2 		$296K Sell
16,126
-6,769
-30% -$128K ﹤0.01% 1550
2024
Q1 		$441K Buy
+22,895
New +$473K ﹤0.01% 1511
2023
Q3 		– Sell
-4,588
Closed -$130K – 1751
2023
Q2 		$130K Buy
+4,588
New +$131K ﹤0.01% 1745
2023
Q1 		– Sell
-5,398
Closed -$147K – 3440
2022
Q4 		$147K Sell
5,398
-973
-15% -$22.2K ﹤0.01% 1818
2022
Q3 		$126K Buy
6,371
+326
+5% +$7.47K ﹤0.01% 1868
2022
Q2 		$151K Buy
6,045
+25
+0.4% +$642 ﹤0.01% 1739
2022
Q1 		$177K Buy
6,020
+792
+15% +$25.3K ﹤0.01% 1735
2021
Q4 		$179K Sell
5,228
-6,671
-56% -$253K ﹤0.01% 1687
2021
Q3 		$465K Buy
11,899
+2,634
+28% +$102K ﹤0.01% 1286
2021
Q2 		$341K Buy
9,265
+6,062
+189% +$248K ﹤0.01% 1333
2021
Q1 		$132K Buy
3,203
+1,278
+66% +$48.7K ﹤0.01% 1495
2020
Q4 		$68K Buy
1,925
+372
+24% +$11.4K ﹤0.01% 1574
2020
Q3 		$43K Buy
1,553
+292
+23% +$8.74K ﹤0.01% 1549
2020
Q2 		$37K Sell
1,261
-537
-30% -$14.2K ﹤0.01% 1491
2020
Q1 		$43K Sell
1,798
-53,745
-97% -$1.71M ﹤0.01% 1290
2019
Q4 		$2.05M Buy
55,543
+15,495
+39% +$547K 0.03% 341
2019
Q3 		$1.41M Buy
40,048
+24,085
+151% +$896K 0.02% 337
2019
Q2 		$678K Sell
15,963
-33,760
-68% -$1.41M 0.01% 401
2019
Q1 		$1.94M Buy
49,723
+48,636
+4,474% +$1.88M 0.03% 266
2018
Q4 		$37K Buy
+1,087
New +$41.6K ﹤0.01% 557

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rockefeller Capital Management's PUK Position: Q2 2026 in Review

Rockefeller Capital Management increased its Prudential (PUK) stake by 2.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 12,863 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Rockefeller Capital Management first reported a position in PUK in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.05M in Q4 2019. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Rockefeller Capital Management held 12,863 shares of Prudential worth $345K as of Q2 2026.
  • Rockefeller Capital Management bought 348 Prudential shares in Q2 2026, an estimated $10.2K.
  • Prudential made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2282 holding.
  • Rockefeller Capital Management first reported a position in Prudential in Q4 2018 and has held it in 24 quarters since.
  • Rockefeller Capital Management's Prudential position peaked at $2.05M in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.