Position in PUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,958,804
+$52,554 QoQ
Shares Held
184,961
+7.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#29
of 282 holders
Holding Since
Sep 2022
14 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, 2026Gradient Investments LLC holds $21,850,400 across 4 Insurance - Life names. PUK ranks #2 (22.7% of the industry book) .
All Filings in PUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,958,804 | 184,961 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,906,250 | 172,573 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,300,203 | 73,914 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,501,271 | 53,636 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $909,952 | 36,369 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $688,967 | 32,045 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $508,868 | 31,924 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $445,553 | 24,032 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $439,112 | 23,969 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $456,352 | 23,682 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $493,136 | 21,966 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $591 | 27 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $764 | 27 | Shares | Sole | 2023-07-11 | |
| 2022-09-30 | $756 | 38 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||