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Syon Capital’s Prudential PUK Stock Holding History

Syon Capital’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 		$571K Sell
21,291
-2,556
-11% -$74.6K 0.02% 575
2026
Q1 		$678K Buy
23,847
+1,463
+7% +$45.1K 0.03% 439
2025
Q4 		$697K Buy
22,384
+1,225
+6% +$35.1K 0.03% 431
2025
Q3 		$592K Buy
21,159
+7,864
+59% +$206K 0.03% 433
2025
Q2 		$333K Buy
+13,295
New +$297K 0.02% 508

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

Syon Capital's PUK Position: Q2 2026 in Review

Syon Capital reduced its Prudential (PUK) stake by 11% in Q2 2026, selling an estimated $74.6K and leaving 21,291 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #575.

Syon Capital first reported a position in PUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $697K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Syon Capital held 21,291 shares of Prudential worth $571K as of Q2 2026.
  • Syon Capital sold 2,556 Prudential shares in Q2 2026, an estimated $74.6K.
  • Prudential made up 0.02% of Syon Capital's portfolio in Q2 2026, its #575 holding.
  • Syon Capital first reported a position in Prudential in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Prudential position peaked at $697K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.