Position in PUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$316,143
New position
Shares Held
11,792
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#138
of 278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $441,357 across 8 Insurance - Life names. PUK ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PUK |
Prudential PLC
This page
|
11,792 | $316,143 | |
| 2 | PRU |
Prudential Financial Inc
|
551 | $59,469 | |
| 3 | MET |
Metlife Inc
|
553 | $46,789 | |
| 4 | MFC |
Manulife Financial Corp
|
336 | $13,611 | |
| 5 | LNC |
Lincoln National Corp
|
93 | $3,287 | |
| 6 | AFL |
Aflac Inc
|
10 | $1,172 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
14 | $886 | |
| 8 | UNM |
Unum Group
|
0 | $0 |
All Filings in PUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,143 | 11,792 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||