Position in PUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$253,890
-$31,973 QoQ
Shares Held
9,470
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#147
of 278 holders
Holding Since
Dec 2025
3 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, 2026Kathmere Capital Management, LLC holds $4,117,405 across 7 Insurance - Life names. PUK ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
13,452 | $1,577,247 | |
| 2 | MFC |
Manulife Financial Corp
|
15,972 | $647,025 | |
| 3 | MET |
Metlife Inc
|
7,600 | $643,036 | |
| 4 | GL |
Globe Life Inc.
|
2,554 | $456,348 | |
| 5 | UNM |
Unum Group
|
3,060 | $273,564 | |
| 6 | PRI |
Primerica, Inc.
|
937 | $266,295 | |
| 7 | PUK |
Prudential PLC
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|
9,470 | $253,890 |
All Filings in PUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,890 | 9,470 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $285,863 | 10,055 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $246,283 | 7,914 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||