Position in PUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$153,376
-$114,968 QoQ
Shares Held
5,721
-39.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 278 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $3,191,157 across 17 Insurance - Life names. PUK ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
9,771 | $1,145,647 | |
| 2 | MET |
Metlife Inc
|
4,500 | $380,740 | |
| 3 | GL |
Globe Life Inc.
|
2,068 | $369,507 | |
| 4 | MFC |
Manulife Financial Corp
|
8,853 | $358,631 | |
| 5 | PRU |
Prudential Financial Inc
|
3,235 | $349,149 | |
| 6 | PUK |
Prudential PLC
This page
|
5,721 | $153,376 | |
| 7 | UNM |
Unum Group
|
1,280 | $114,426 | |
| 8 | JXN |
Jackson Financial Inc.
|
831 | $85,080 |
All Filings in PUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,376 | 5,721 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $268,344 | 9,439 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $199,349 | 6,406 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $169,254 | 6,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $128,401 | 5,132 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,151 | 1,728 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,032 | 504 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,116 | 1,193 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $40,706 | 2,222 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,347 | 1,523 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $131,847 | 5,873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $113,369 | 5,172 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $135,142 | 4,772 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $110,206 | 4,031 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $111,897 | 4,072 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $87,447 | 4,390 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $95,417 | 3,800 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $117,786 | 3,982 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $105,252 | 3,057 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||