Position in PUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$938,698
+$157,982 QoQ
Shares Held
35,013
+27.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 282 holders
Holding Since
Sep 2024
7 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, 2026Cetera Investment Advisers holds $119,489,709 across 14 Insurance - Life names. PUK ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
360,828 | $42,307,083 | |
| 2 | MET |
Metlife Inc
|
271,542 | $22,975,168 | |
| 3 | PRU |
Prudential Financial Inc
|
204,666 | $22,089,601 | |
| 4 | MFC |
Manulife Financial Corp
|
216,916 | $8,787,267 | |
| 5 | JXN |
Jackson Financial Inc.
|
83,293 | $8,528,370 | |
| 6 | UNM |
Unum Group
|
64,983 | $5,809,480 | |
| 7 | LNC |
Lincoln National Corp
|
98,944 | $3,497,670 | |
| 8 | GL |
Globe Life Inc.
|
9,783 | $1,748,026 |
All Filings in PUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,698 | 35,013 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $780,716 | 27,461 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $694,007 | 22,301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $573,822 | 20,501 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,557 | 12,892 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $274,082 | 12,748 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $192,871 | 10,403 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||