Position in PUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$25,603
+$14,203 QoQ
Shares Held
955
+138.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#187
of 278 holders
Holding Since
Mar 2020
24 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,847,883 across 10 Insurance - Life names. PUK ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
70,310 | $5,948,929 | |
| 2 | UNM |
Unum Group
|
38,735 | $3,462,909 | |
| 3 | MFC |
Manulife Financial Corp
|
23,863 | $966,690 | |
| 4 | PRI |
Primerica, Inc.
|
629 | $178,761 | |
| 5 | AFL |
Aflac Inc
|
1,400 | $164,150 | |
| 6 | PRU |
Prudential Financial Inc
|
631 | $68,103 | |
| 7 | GL |
Globe Life Inc.
|
163 | $29,124 | |
| 8 | PUK |
Prudential PLC
This page
|
955 | $25,603 |
All Filings in PUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,603 | 955 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $11,400 | 401 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,952 | 127 | Shares | Defined | 2026-02-05 | |
| 2025-03-31 | $516 | 24 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $143 | 9 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $317,441 | 17,122 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $310,927 | 16,972 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $348,151 | 18,067 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $373,410 | 16,633 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $368,935 | 16,831 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $479,146 | 16,919 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $356,458 | 13,038 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $367,819 | 13,385 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $242,984 | 12,198 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $420,040 | 16,728 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $494,666 | 16,723 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $46,377 | 1,347 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $127,922 | 3,265 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $129,311 | 3,394 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $153,598 | 3,598 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $167,329 | 4,531 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $144,236 | 5,045 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $155,059 | 5,104 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $328,904 | 13,273 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||