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SVB Wealth’s Prudential PUK Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,808
Closed -$60.4K – 1341
2025
Q1 		$60.4K Buy
+2,808
New +$50.3K ﹤0.01% 490
2023
Q1 		– Sell
-15,169
Closed -$417K – 1066
2022
Q4 		$417K Buy
15,169
+3,702
+32% +$84.6K 0.01% 612
2022
Q3 		$229K Buy
+11,467
New +$263K ﹤0.01% 796
2021
Q4 		– Sell
-12,682
Closed -$497K – 922
2021
Q3 		$497K Buy
12,682
+717
+6% +$27.7K 0.01% 599
2021
Q2 		$443K Buy
11,965
+333
+3% +$13.6K 0.01% 622
2021
Q1 		$481K Buy
11,632
+4,405
+61% +$168K 0.01% 531
2020
Q4 		$259K Buy
+7,227
New +$222K ﹤0.01% 672
2018
Q4 		– Sell
-4,591
Closed -$205K – 427
2018
Q3 		$205K Sell
4,591
-374
-8% -$16.5K 0.01% 415
2018
Q2 		$220K Hold
4,965
– – 0.01% 408
2018
Q1 		$247K Sell
4,965
-1,240
-20% -$62.7K 0.01% 398
2017
Q4 		$306K Buy
6,205
+1,875
+43% +$89.3K 0.01% 391
2017
Q3 		$201K Buy
+4,330
New +$198K 0.01% 442
2016
Q1 		– Sell
-9,772
Closed -$427K – 534
2015
Q4 		$427K Sell
9,772
-3,639
-27% -$162K 0.02% 397
2015
Q3 		$548K Buy
13,411
+2,179
+19% +$96.9K 0.02% 396
2015
Q2 		$529K Buy
11,232
+636
+6% +$30.9K 0.02% 431
2015
Q1 		$513K Buy
10,596
+1,020
+11% +$48.5K 0.02% 411
2014
Q4 		$429K Buy
+9,576
New +$427K 0.01% 427

Other funds holding PUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

SVB Wealth's PUK Position: Q2 2025 in Review

SVB Wealth sold out of Prudential (PUK) in Q2 2025, closing a stake of 2,808 shares — an estimated $60.4K sold.

SVB Wealth first reported a position in PUK in Q4 2014 and held it in 17 quarters. The position peaked at $548K in Q3 2015. 205 funds tracked by Wall St. Rank hold PUK as of Q2 2025.

  • SVB Wealth reported no remaining Prudential position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,808 Prudential shares in Q2 2025, an estimated $60.4K.
  • SVB Wealth first reported a position in Prudential in Q4 2014 and held it in 17 quarters.
  • SVB Wealth's Prudential position peaked at $548K in Q3 2015.
  • 205 funds tracked by Wall St. Rank held Prudential as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.