Position in PUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$247,349
-$958 QoQ
Shares Held
9,226
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#150
of 278 holders
Holding Since
Jun 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. PUK ranks #7 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,818 | $576,870 | |
| 2 | PRU |
Prudential Financial Inc
|
4,695 | $506,731 | |
| 3 | AFL |
Aflac Inc
|
3,662 | $429,369 | |
| 4 | GL |
Globe Life Inc.
|
2,114 | $377,729 | |
| 5 | MFC |
Manulife Financial Corp
|
7,549 | $305,809 | |
| 6 | LNC |
Lincoln National Corp
|
8,243 | $291,390 | |
| 7 | PUK |
Prudential PLC
This page
|
9,226 | $247,349 | |
| 8 | JXN |
Jackson Financial Inc.
|
1,536 | $157,271 |
All Filings in PUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,349 | 9,226 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $248,307 | 8,734 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $316,739 | 10,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,856 | 9,927 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $263,285 | 10,523 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $370,638 | 17,239 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $338,058 | 18,234 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $347,438 | 18,965 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $317,588 | 16,481 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $448,640 | 19,984 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $423,910 | 19,339 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $497,837 | 17,579 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $527,551 | 19,296 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $678,342 | 24,685 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $383,279 | 15,264 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $245,129 | 8,287 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $442,838 | 12,862 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $393,171 | 10,035 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $338,023 | 8,872 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $376,567 | 8,821 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $280,261 | 7,589 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $220,858 | 7,725 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $230,978 | 7,603 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||