West Family Investments’s Prudential PUK Stock Holding History

West Family Investments’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 Q1	–	Sell	-7,016	Closed	-$218K	–	337
2025 Q4	$218K	Buy	+7,016	New	+$201K	0.05%	321

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Family Investments's PUK Position: Q1 2026 in Review

West Family Investments sold out of Prudential (PUK) in Q1 2026, closing a stake of 7,016 shares — an estimated $218K sold.

West Family Investments first reported a position in PUK in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

West Family Investments reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 7,016 Prudential shares in Q1 2026, an estimated $218K.
West Family Investments first reported a position in Prudential in Q4 2025 and held it in 1 quarter.
West Family Investments's Prudential position peaked at $218K in Q4 2025.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.