Westside Investment Management’s Prudential PUK Stock Holding History

Westside Investment Management’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	$28.7K	Hold	1,070	–	–	﹤0.01%	799
2026 Q1	$31.1K	Hold	1,070	–	–	﹤0.01%	723
2025 Q4	$33.9K	Hold	1,070	–	–	0.01%	673
2025 Q3	$30.1K	Buy	1,070 +443	+71%	+$11.6K	﹤0.01%	716
2025 Q2	$15.5K	Buy	+627	New	+$14K	﹤0.01%	776
2018 Q4	–	Sell	-59	Closed	-$2.6K	–	780
2018 Q3	$2.6K	Hold	59	–	–	﹤0.01%	659
2018 Q2	$2.6K	Sell	59 -22	-27%	-$1.07K	﹤0.01%	750
2018 Q1	$3.9K	Hold	81	–	–	﹤0.01%	698
2017 Q4	$4.08K	Sell	81 -16	-16%	-$762	﹤0.01%	706
2017 Q3	$4.5K	Hold	97	–	–	﹤0.01%	686
2017 Q2	$4.37K	Hold	97	–	–	﹤0.01%	686
2017 Q1	$3.92K	Hold	97	–	–	﹤0.01%	657
2016 Q4	$3.69K	Buy	+97	New	+$3.48K	﹤0.01%	547

Other funds holding PUK

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Westside Investment Management's PUK Position: Q2 2026 in Review

Westside Investment Management held its Prudential (PUK) position steady in Q2 2026 at 1,070 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Westside Investment Management first reported a position in PUK in Q4 2016 and has held it in 13 quarters since. The position peaked at $33.9K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Westside Investment Management held 1,070 shares of Prudential worth $28.7K as of Q2 2026.
Westside Investment Management left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #799 holding.
Westside Investment Management first reported a position in Prudential in Q4 2016 and has held it in 13 quarters since.
Westside Investment Management's Prudential position peaked at $33.9K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.