Position in PUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,286
New position
Shares Held
48
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $178,788 across 7 Insurance - Life names. PUK ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
2,165 | $87,704 | |
| 2 | PRU |
Prudential Financial Inc
|
330 | $35,616 | |
| 3 | MET |
Metlife Inc
|
221 | $18,698 | |
| 4 | GL |
Globe Life Inc.
|
100 | $17,868 | |
| 5 | AFL |
Aflac Inc
|
140 | $16,414 | |
| 6 | PUK |
Prudential PLC
This page
|
48 | $1,286 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
19 | $1,202 |
All Filings in PUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286 | 48 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||