Position in PUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$410,621
-$63,221 QoQ
Shares Held
15,316
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,310,548 across 9 Insurance - Life names. PUK ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
147,699 | $12,496,812 | |
| 2 | AFL |
Aflac Inc
|
30,544 | $3,581,284 | |
| 3 | PRU |
Prudential Financial Inc
|
12,861 | $1,388,087 | |
| 4 | UNM |
Unum Group
|
15,085 | $1,348,599 | |
| 5 | GL |
Globe Life Inc.
|
4,879 | $871,779 | |
| 6 | LNC |
Lincoln National Corp
|
14,827 | $524,134 | |
| 7 | MFC |
Manulife Financial Corp
|
11,835 | $479,435 | |
| 8 | PUK |
Prudential PLC
This page
|
15,316 | $410,621 |
All Filings in PUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,621 | 15,316 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $473,842 | 16,667 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $556,581 | 17,885 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $474,878 | 16,966 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $412,754 | 16,497 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $339,700 | 15,800 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $223,255 | 14,006 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $257,557 | 13,892 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $311,421 | 16,999 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $213,665 | 11,088 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $300,044 | 13,365 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||