Abound Wealth Management

Position in PUK — Prudential PLC

CIK 1950323 FRANKLIN, TN

Position in PUK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$294

-$18 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#270

of 278 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $511,908 across 7 Insurance - Life names. PUK ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	3,955	$463,723
2	MET	Metlife Inc	540	$45,689
3	PRU	Prudential Financial Inc	10	$1,079
4	BHF	Brighthouse Financial, Inc.	9	$569
5	JXN	Jackson Financial Inc.	3	$307
6	PUK	Prudential PLC This page	11	$294
7	LNC	Lincoln National Corp	7	$247

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294	11	0.0%	Shares	Sole	2026-07-10
2026-03-31	$312	11	0.0%	Shares	Sole	2026-04-10
2025-12-31	$342	11	0.0%	Shares	Sole	2026-01-12
2025-09-30	$307	11	0.0%	Shares	Sole	2025-10-10
2025-06-30	$275	11	0.0%	Shares	Sole	2025-07-14
2025-03-31	$236	11	-31.2%	Shares	Sole	2025-04-17
2024-12-31	$255	16	+14.3%	Shares	Sole	2025-01-13
2024-09-30	$259	14	-22.2%	Shares	Sole	2024-11-04
2024-06-30	$329	18	0.0%	Shares	Sole	2024-08-09
2024-03-31	$346	18	0.0%	Shares	Sole	2024-08-08
2023-12-31	$404	18	0.0%	Shares	Sole	2024-08-08
2023-09-30	$394	18	0.0%	Shares	Sole	2024-08-08
2023-06-30	$509	18	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.