Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,464
-$2,989 QoQ
Shares Held
1,845
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#177
of 277 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $1,115,263 across 13 Insurance - Life names. PUK ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
3,113 | $263,390 | |
| 2 | MFC |
Manulife Financial Corp
|
6,195 | $250,959 | |
| 3 | PRU |
Prudential Financial Inc
|
1,590 | $171,608 | |
| 4 | UNM |
Unum Group
|
1,255 | $112,197 | |
| 5 | GL |
Globe Life Inc.
|
601 | $107,386 | |
| 6 | AFL |
Aflac Inc
|
874 | $102,476 | |
| 7 | PUK |
Prudential PLC
This page
|
1,845 | $49,464 | |
| 8 | PRI |
Primerica, Inc.
|
58 | $16,483 |
All Filings in PUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,464 | 1,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,453 | 1,845 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $57,416 | 1,845 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||