WhitTier Trust Company’s Prudential PUK Stock Holding History

WhitTier Trust Company’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	$7.36K	Buy	+266	New	+$7.77K	﹤0.01%	1114
2021 Q4	–	Sell	-619	Closed	-$24K	–	1105
2021 Q3	$24K	Sell	619 -19	-3%	-$735	﹤0.01%	797
2021 Q2	$24K	Hold	638	–	–	﹤0.01%	766
2021 Q1	$26K	Hold	638	–	–	﹤0.01%	745
2020 Q4	$23K	Hold	638	–	–	﹤0.01%	740
2020 Q3	$18K	Hold	638	–	–	﹤0.01%	752
2020 Q2	$19K	Hold	638	–	–	﹤0.01%	724
2020 Q1	$15K	Buy	+638	New	+$20.3K	﹤0.01%	737

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

WhitTier Trust Company's PUK Position: Q2 2026 in Review

WhitTier Trust Company opened a new position in Prudential (PUK) in Q2 2026: 266 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: WhitTier Trust Company previously reported a position in PUK as recently as Q3 2021.

WhitTier Trust Company first reported a position in PUK in Q1 2020 and has held it in 8 quarters since. The position peaked at $26K in Q1 2021. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

WhitTier Trust Company held 266 shares of Prudential worth $7.36K as of Q2 2026.
Prudential was a new WhitTier Trust Company position in Q2 2026.
Prudential made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1114 holding.
WhitTier Trust Company first reported a position in Prudential in Q1 2020 and has held it in 8 quarters since.
WhitTier Trust Company's Prudential position peaked at $26K in Q1 2021.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.