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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → PUKPF

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management PUKPF Position History

Prudential plc • Financial Services

Quarters held
7
Latest value
$595K
Q3 2026
Peak value
$595K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$490K
Q1 2026$11K
Q1 2026$489K
Q2 2026$483K
Q2 2026$9K
Q3 2026$12K
Q3 2026$595K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$595K24.0K——
Q3 2026$12K475——
Q2 2026$9K342——
Q2 2026$483K18.0K——
Q1 2026$489K17.2K——
Q1 2026$11K401——
Q4 2025$490K15.8K——

Other funds holding PUKPF

Other Empirical Financial Services, LLC d.b.a. Empirical Wealth Management positions

ETHA

ISHARES TR

$404.6M
ETHA

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$398.3M
ETHA

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$390.3M
ETHA

ISHARES TR

$388.4M
ETHA

ISHARES TR

$349.1M
ETHA

ISHARES TR

$337.1M
NVDA

NVIDIA CORPORATION

$317.6M
ETHA

ISHARES TR

$317M