Back to PUKPF
Pinnacle Wealth Planning Services, Inc. → PUKPF
Pinnacle Wealth Planning Services, Inc. PUKPF Position History
Prudential plc • Financial Services
Quarters held
5
Latest value
$223K
Q3 2026
Peak value
$317K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $278K |
| Q4 2025 | $317K |
| Q1 2026 | $248K |
| Q2 2026 | $247K |
| Q3 2026 | $223K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $223K | 9.0K | — | — |
| Q2 2026 | $247K | 9.2K | — | — |
| Q1 2026 | $248K | 8.7K | — | — |
| Q4 2025 | $317K | 10.2K | — | — |
| Q3 2025 | $278K | 9.9K | — | — |
Other funds holding PUKPF
$86.8M
$86.8M
$77.8M
$77.4M
$71M
$69.9M