Steve Schonfeld’s Prudential PUK Stock Holding History

Steve Schonfeld’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	-55,971	Closed	-$1.57M	–	2492
2025 Q3	$1.57M	Buy	+55,971	New	+$1.47M	0.01%	1164
2024 Q4	–	Sell	-39,112	Closed	-$725K	–	2316
2024 Q3	$725K	Buy	+39,112	New	+$683K	﹤0.01%	1277
2023 Q3	–	Sell	-33,200	Closed	-$940K	–	2194
2023 Q2	$940K	Sell	33,200 -33,900	-51%	-$971K	0.01%	1003
2023 Q1	$1.83M	Buy	67,100 +9,400	+16%	+$282K	0.02%	714
2022 Q4	$1.59M	Buy	57,700 +33,400	+137%	+$763K	0.01%	923
2022 Q3	$484K	Buy	+24,300	New	+$557K	﹤0.01%	1777
2022 Q1	–	Sell	-7,200	Closed	-$247K	–	2860
2021 Q4	$247K	Buy	+7,200	New	+$273K	﹤0.01%	1620
2020 Q3	–	Sell	-27,689	Closed	-$816K	–	1595
2020 Q2	$816K	Buy	+27,689	New	+$732K	0.02%	669

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Steve Schonfeld's PUK Position: Q4 2025 in Review

Steve Schonfeld sold out of Prudential (PUK) in Q4 2025, closing a stake of 55,971 shares — an estimated $1.57M sold.

Steve Schonfeld first reported a position in PUK in Q2 2020 and held it in 8 quarters. The position peaked at $1.83M in Q1 2023. 252 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Steve Schonfeld reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Steve Schonfeld sold 55,971 Prudential shares in Q4 2025, an estimated $1.57M.
Steve Schonfeld first reported a position in Prudential in Q2 2020 and held it in 8 quarters.
Steve Schonfeld's Prudential position peaked at $1.83M in Q1 2023.
252 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.