TRUST POINT INC.

Position in PUK — Prudential PLC

CIK 1635633 LA CROSSE, WI

Position in PUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$223,434

+$16,208 QoQ

Shares Held

8,334

+14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#154

of 278 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $1,031,792 across 3 Insurance - Life names. PUK ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	7,112	$601,746
2	PUK	Prudential PLC This page	8,334	$223,434
3	PRI	Primerica, Inc.	727	$206,612

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,434	8,334	+14.3%	Shares	Sole	2026-07-08
2026-03-31	$207,226	7,289	-7.9%	Shares	Sole	2026-04-15
2025-12-31	$246,408	7,918	—	Shares	Sole	2026-01-13
No filing history on record for this holder in this stock.