Position in PUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,122,507
+$205,214 QoQ
Shares Held
41,869
+29.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#66
of 278 holders
Holding Since
Sep 2025
4 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, 2026Stratos Wealth Partners, LTD. holds $8,044,848 across 7 Insurance - Life names. PUK ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
20,608 | $2,416,288 | |
| 2 | MFC |
Manulife Financial Corp
|
49,320 | $1,997,953 | |
| 3 | PUK |
Prudential PLC
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|
41,869 | $1,122,507 | |
| 4 | PRU |
Prudential Financial Inc
|
8,380 | $904,453 | |
| 5 | MET |
Metlife Inc
|
10,407 | $880,536 | |
| 6 | LNC |
Lincoln National Corp
|
14,763 | $521,872 | |
| 7 | UNM |
Unum Group
|
2,251 | $201,239 |
All Filings in PUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,507 | 41,869 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $917,293 | 32,265 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $874,129 | 28,089 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $468,244 | 16,729 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||