Position in PUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$741,591
-$216,784 QoQ
Shares Held
27,661
-17.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 282 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $119,588,049 across 12 Insurance - Life names. PUK ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
750,468 | $30,401,458 | |
| 2 | PRU |
Prudential Financial Inc
|
258,384 | $27,887,385 | |
| 3 | JXN |
Jackson Financial Inc.
|
159,019 | $16,281,955 | |
| 4 | LNC |
Lincoln National Corp
|
387,962 | $13,714,456 | |
| 5 | AFL |
Aflac Inc
|
104,679 | $12,273,612 | |
| 6 | MET |
Metlife Inc
|
116,987 | $9,898,270 | |
| 7 | UNM |
Unum Group
|
57,574 | $5,147,115 | |
| 8 | PRI |
Primerica, Inc.
|
9,448 | $2,685,121 |
All Filings in PUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,591 | 27,661 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $958,375 | 33,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $744,857 | 23,935 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||