SPL
PUK icon

Superior Planning, LLC’s Prudential PUK Stock Holding History

Superior Planning, LLC’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40.7K Buy
+1,645
New +$45.6K 0.02% 433

Other funds holding PUK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Superior Planning, LLC's PUK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Prudential (PUK) in Q3 2026: 1,645 shares worth $40.7K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

189 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Superior Planning, LLC held 1,645 shares of Prudential worth $40.7K as of Q3 2026.
  • Prudential was a new Superior Planning, LLC position in Q3 2026.
  • Prudential made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #433 holding.
  • 189 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.