Y-Intercept (HK)’s Prudential PUK Stock Holding History

Y-Intercept (HK)’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	-72,114	Closed	-$2.24M	–	1951
2025 Q4	$2.24M	Buy	72,114 +56,435	+360%	+$1.62M	0.05%	579
2025 Q3	$439K	Sell	15,679 -111,885	-88%	-$2.93M	0.01%	1295
2025 Q2	$3.19M	Buy	127,564 +93,120	+270%	+$2.08M	0.08%	391
2025 Q1	$741K	Buy	+34,444	New	+$616K	0.05%	529
2024 Q4	–	Sell	-98,500	Closed	-$1.83M	–	1564
2024 Q3	$1.83M	Buy	+98,500	New	+$1.72M	0.11%	234
2024 Q1	–	Sell	-27,514	Closed	-$618K	–	1685
2023 Q4	$618K	Buy	+27,514	New	+$603K	0.06%	501
2023 Q3	–	Sell	-23,401	Closed	-$663K	–	1488
2023 Q2	$663K	Buy	+23,401	New	+$670K	0.07%	453

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Y-Intercept (HK)'s PUK Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Prudential (PUK) in Q1 2026, closing a stake of 72,114 shares — an estimated $2.24M sold.

Y-Intercept (HK) first reported a position in PUK in Q2 2023 and held it in 7 quarters. The position peaked at $3.19M in Q2 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Y-Intercept (HK) reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 72,114 Prudential shares in Q1 2026, an estimated $2.24M.
Y-Intercept (HK) first reported a position in Prudential in Q2 2023 and held it in 7 quarters.
Y-Intercept (HK)'s Prudential position peaked at $3.19M in Q2 2025.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.