Legacy Wealth Asset Management, LLC

Position in PUK — Prudential PLC

CIK 1846151 WOODBURY, MN

Position in PUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$726,202

-$50,335 QoQ

Shares Held

27,087

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#84

of 278 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $1,638,973 across 2 Insurance - Life names. PUK ranks #2 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MFC	Manulife Financial Corp	22,532	$912,771
2	PUK	Prudential PLC This page	27,087	$726,202

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,202	27,087	-0.8%	Shares	Sole	2026-07-09
2026-03-31	$776,537	27,314	+0.2%	Shares	Sole	2026-04-08
2025-12-31	$848,735	27,273	-1.5%	Shares	Sole	2026-01-12
2025-09-30	$774,959	27,687	-0.5%	Shares	Sole	2025-10-14
2025-06-30	$696,406	27,834	-0.8%	Shares	Sole	2025-07-30
2025-03-31	$603,526	28,071	+28.2%	Shares	Sole	2025-04-09
2024-12-31	$349,101	21,901	-15.5%	Shares	Sole	2025-01-15
2024-09-30	$480,352	25,909	+0.9%	Shares	Sole	2024-10-23
2024-06-30	$470,530	25,684	+5.1%	Shares	Sole	2024-08-14
2024-03-31	$470,900	24,437	+2.0%	Shares	Sole	2024-04-19
2023-12-31	$537,879	23,959	-1.9%	Shares	Sole	2024-01-10
2023-09-30	$535,111	24,412	-13.1%	Shares	Sole	2023-11-01
2023-06-30	$795,735	28,098	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$768,609	28,113	+11.0%	Shares	Sole	2023-04-24
2022-12-31	$695,876	25,323	+29.0%	Shares	Sole	2023-02-02
2022-09-30	$391,129	19,635	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.