Action Point Financial Planning’s Prudential PUK Stock Holding History

Action Point Financial Planning’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 Q2	$3.91K	Buy	+146	New	+$4.26K	﹤0.01%	1925

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Action Point Financial Planning's PUK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Prudential (PUK) in Q2 2026: 146 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings.

278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Action Point Financial Planning held 146 shares of Prudential worth $3.91K as of Q2 2026.
Prudential was a new Action Point Financial Planning position in Q2 2026.
Prudential made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1925 holding.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.