Position in PUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,391
-$2,611 QoQ
Shares Held
313
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#203
of 281 holders
Holding Since
Sep 2023
12 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, 2026Cornerstone Planning Group LLC holds $935,347 across 12 Insurance - Life names. PUK ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,761 | $741,268 | |
| 2 | PRU |
Prudential Financial Inc
|
1,047 | $113,002 | |
| 3 | AFL |
Aflac Inc
|
332 | $38,927 | |
| 4 | MFC |
Manulife Financial Corp
|
543 | $21,996 | |
| 5 | PUK |
Prudential PLC
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|
313 | $8,391 | |
| 6 | GL |
Globe Life Inc.
|
17 | $3,037 | |
| 7 | PRI |
Primerica, Inc.
|
10 | $2,842 | |
| 8 | UNM |
Unum Group
|
24 | $2,145 |
All Filings in PUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,391 | 313 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,002 | 387 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,670 | 375 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $307 | 11 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,355 | 294 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,515 | 210 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,199 | 138 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $871 | 47 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $366 | 20 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $539 | 28 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $359 | 16 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $350 | 16 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||