Westside Investment Management, Inc.

Position in PUK — Prudential PLC

CIK 1538383 SANTA MONICA, CA

Position in PUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$28,686

-$1,734 QoQ

Shares Held

1,070

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#186

of 280 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Westside Investment Management, Inc. holds $444,812 across 6 Insurance - Life names. PUK ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	3,300	$356,169
2	AFL	Aflac Inc	324	$37,989
3	PUK	Prudential PLC This page	1,070	$28,686
4	LNC	Lincoln National Corp	484	$17,109
5	JXN	Jackson Financial Inc.	40	$4,095
6	CNO	CNO Financial Group, Inc.	15	$764

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,686	1,070	0.0%	Shares	Sole	2026-07-27
2026-03-31	$30,420	1,070	0.0%	Shares	Sole	2026-05-04
2025-12-31	$33,298	1,070	0.0%	Shares	Sole	2026-01-23
2025-09-30	$29,949	1,070	+70.7%	Shares	Sole	2025-11-04
2025-06-30	$15,687	627	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.