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Sivia Capital Partners’s Prudential PUK Stock Holding History

Sivia Capital 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 		$470K Buy
17,538
+5,461
+45% +$159K 0.06% 362
2026
Q1 		$343K Buy
+12,077
New +$372K 0.07% 328

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

Sivia Capital Partners's PUK Position: Q2 2026 in Review

Sivia Capital Partners increased its Prudential (PUK) stake by 45% in Q2 2026, buying an estimated $159K and bringing the position to 17,538 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #362.

Sivia Capital Partners first reported a position in PUK in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Sivia Capital Partners held 17,538 shares of Prudential worth $470K as of Q2 2026.
  • Sivia Capital Partners bought 5,461 Prudential shares in Q2 2026, an estimated $159K.
  • Prudential made up 0.06% of Sivia Capital Partners's portfolio in Q2 2026, its #362 holding.
  • Sivia Capital Partners first reported a position in Prudential in Q1 2026 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.