Position in PUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$876,231
-$55,960 QoQ
Shares Held
32,683
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#75
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, 2026GC Wealth Management RIA, LLC holds $1,121,737 across 2 Insurance - Life names. PUK ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PUK |
Prudential PLC
This page
|
32,683 | $876,231 | |
| 2 | GL |
Globe Life Inc.
|
1,374 | $245,506 |
All Filings in PUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,231 | 32,683 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $932,191 | 32,789 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $880,696 | 28,300 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $745,037 | 26,618 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $553,092 | 22,106 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $682,195 | 31,730 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $490,585 | 30,777 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $679,157 | 36,632 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $600,199 | 32,762 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $471,093 | 24,447 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $403,561 | 17,976 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||