Position in PUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,879
-$2,797 QoQ
Shares Held
182
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
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, 2026FINANCIAL CONSULATE, INC holds $438,232 across 8 Insurance - Life names. PUK ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,716 | $201,201 | |
| 2 | MET |
Metlife Inc
|
2,190 | $185,295 | |
| 3 | PRU |
Prudential Financial Inc
|
263 | $28,385 | |
| 4 | MFC |
Manulife Financial Corp
|
243 | $9,843 | |
| 5 | GL |
Globe Life Inc.
|
39 | $6,968 | |
| 6 | PUK |
Prudential PLC
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|
182 | $4,879 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
19 | $1,202 | |
| 8 | LNC |
Lincoln National Corp
|
13 | $459 |
All Filings in PUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,879 | 182 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,676 | 270 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,694 | 183 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,086 | 146 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||