Position in PUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$597,460
-$103,652 QoQ
Shares Held
22,285
-9.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#92
of 278 holders
Holding Since
Mar 2025
6 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, 2026Compound Planning, Inc. holds $5,480,708 across 8 Insurance - Life names. PUK ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
14,743 | $1,728,616 | |
| 2 | MFC |
Manulife Financial Corp
|
32,472 | $1,315,440 | |
| 3 | PUK |
Prudential PLC
This page
|
22,285 | $597,460 | |
| 4 | UNM |
Unum Group
|
5,287 | $472,657 | |
| 5 | MET |
Metlife Inc
|
4,804 | $406,466 | |
| 6 | GL |
Globe Life Inc.
|
2,024 | $361,648 | |
| 7 | PRU |
Prudential Financial Inc
|
2,835 | $305,980 | |
| 8 | PRI |
Primerica, Inc.
|
1,029 | $292,441 |
All Filings in PUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,460 | 22,285 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $701,112 | 24,661 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $739,036 | 23,748 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $592,464 | 21,167 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $470,551 | 18,807 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $316,974 | 14,743 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||