Position in PUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$225,069
-$9,336 QoQ
Shares Held
8,395
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#153
of 278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cetera Trust Company, N.A holds $2,524,220 across 3 Insurance - Life names. PUK ranks #2 (8.9% of the industry book) .
All Filings in PUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,069 | 8,395 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $234,405 | 8,245 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $256,584 | 8,245 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $192,291 | 6,870 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $171,887 | 6,870 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $120,830 | 5,620 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $55,710 | 3,495 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $176,037 | 9,495 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $173,948 | 9,495 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $174,297 | 9,045 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $108,209 | 4,820 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||