Position in PUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,434
+$436 QoQ
Shares Held
240
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#206
of 278 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $110,064 across 13 Insurance - Life names. PUK ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
584 | $63,031 | |
| 2 | MET |
Metlife Inc
|
198 | $16,752 | |
| 3 | AFL |
Aflac Inc
|
98 | $11,490 | |
| 4 | MFC |
Manulife Financial Corp
|
209 | $8,466 | |
| 5 | PUK |
Prudential PLC
This page
|
240 | $6,434 | |
| 6 | GL |
Globe Life Inc.
|
13 | $2,322 | |
| 7 | LNC |
Lincoln National Corp
|
16 | $565 | |
| 8 | UNM |
Unum Group
|
4 | $357 |
All Filings in PUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,434 | 240 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,998 | 211 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,566 | 211 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $5,905 | 211 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $5,279 | 211 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $4,536 | 211 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $350 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $407 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $403 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $423 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $493 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $482 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $623 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $601 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $604 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $438 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $552 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $650 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $757 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $861 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $812 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $910 | 22 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,468 | 89 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,974 | 67 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,153 | 48 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||