Back to PUKPF
Concurrent Investment Advisors, LLC → PUKPF
Concurrent Investment Advisors, LLC PUKPF Position History
Prudential plc • Financial Services
Quarters held
9
Latest value
$58K
Q3 2026
Peak value
$340K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $309K |
| Q4 2025 | $340K |
| Q4 2025 | $246K |
| Q1 2026 | $110K |
| Q1 2026 | $265K |
| Q2 2026 | $242K |
| Q2 2026 | $143K |
| Q3 2026 | $299K |
| Q3 2026 | $58K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $58K | 2.3K | — | — |
| Q3 2026 | $299K | 12.1K | — | — |
| Q2 2026 | $143K | 5.3K | — | — |
| Q2 2026 | $242K | 9.0K | — | — |
| Q1 2026 | $265K | 9.3K | — | — |
| Q1 2026 | $110K | 3.9K | — | — |
| Q4 2025 | $246K | 7.9K | — | — |
| Q4 2025 | $340K | 10.9K | — | — |
| Q3 2025 | $309K | 11.0K | — | — |
Other funds holding PUKPF
$86.8M
$86.8M
$77.8M
$77.4M
$71M
$69.9M