Advisory Resource Group’s Prudential PUK Stock Holding History

Advisory Resource Group’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	$1.21M	Buy	+45,065	New	+$1.32M	0.18%	118

Other funds holding PUK

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Advisory Resource Group's PUK Position: Q2 2026 in Review

Advisory Resource Group opened a new position in Prudential (PUK) in Q2 2026: 45,065 shares worth $1.21M. The stake represents 0.18% of the portfolio and ranks #118 among its holdings.

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

Advisory Resource Group held 45,065 shares of Prudential worth $1.21M as of Q2 2026.
Prudential was a new Advisory Resource Group position in Q2 2026.
Prudential made up 0.18% of Advisory Resource Group's portfolio in Q2 2026, its #118 holding.
29 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.