Allworth Financial’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.2K | Sell |
1,315
-767
| -37% | -$22.4K | ﹤0.01% | 2768 |
|
|
2026
Q1 | $59.2K | Buy |
2,082
+580
| +39% | +$17.9K | ﹤0.01% | 2195 |
|
|
2025
Q4 | $46.8K | Buy |
1,502
+480
| +47% | +$13.8K | ﹤0.01% | 2244 |
|
|
2025
Q3 | $28.6K | Buy |
1,022
+311
| +44% | +$8.14K | ﹤0.01% | 2490 |
|
|
2025
Q2 | $17.8K | Buy |
711
+165
| +30% | +$3.69K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $11.9K | Buy |
546
+16
| +3% | +$286 | ﹤0.01% | 2352 |
|
|
2024
Q4 | $8.46K | Buy |
530
+286
| +117% | +$4.79K | ﹤0.01% | 2507 |
|
|
2024
Q3 | $4.52K | Sell |
244
-60
| -20% | -$1.05K | ﹤0.01% | 2614 |
|
|
2024
Q2 | $5.56K | Sell |
304
-178
| -37% | -$3.36K | ﹤0.01% | 2477 |
|
|
2024
Q1 | $9.29K | Buy |
482
+364
| +308% | +$7.51K | ﹤0.01% | 2143 |
|
|
2023
Q4 | $2.65K | Sell |
118
-126
| -52% | -$2.76K | ﹤0.01% | 2551 |
|
|
2023
Q3 | $5.35K | Buy |
244
+198
| +430% | +$5.01K | ﹤0.01% | 2076 |
|
|
2023
Q2 | $1.3K | Sell |
46
-36
| -44% | -$1.03K | ﹤0.01% | 2648 |
|
|
2023
Q1 | $2.24K | Buy |
+82
| New | +$2.46K | ﹤0.01% | 2363 |
|
|
2022
Q3 | – | Sell |
-176
| Closed | -$4K | – | 3021 |
|
|
2022
Q2 | $4K | Buy |
+176
| New | +$4.52K | ﹤0.01% | 1836 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$2K | – | 1017 |
|
|
2018
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 758 |
|
|
2018
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 804 |
|
|
2018
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 818 |
|
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 670 |
|
|
2017
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 636 |
|
|
2017
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 640 |
|
|
2017
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 673 |
|
|
2017
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 659 |
|
|
2016
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 592 |
|
|
2016
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 599 |
|
|
2016
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 557 |
|
|
2016
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 538 |
|
|
2015
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 546 |
|
|
2015
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 543 |
|
|
2015
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 498 |
|
|
2015
Q1 | $3K | Buy |
+56
| New | +$2.66K | ﹤0.01% | 504 |
|
Other funds holding PUK
CCM
Allworth Financial's PUK Position: Q2 2026 in Review
Allworth Financial reduced its Prudential (PUK) stake by 37% in Q2 2026, selling an estimated $22.4K and leaving 1,315 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.
Allworth Financial first reported a position in PUK in Q1 2015 and has held it in 31 quarters since. The position peaked at $59.2K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.
- Allworth Financial held 1,315 shares of Prudential worth $35.2K as of Q2 2026.
- Allworth Financial sold 767 Prudential shares in Q2 2026, an estimated $22.4K.
- Prudential made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2768 holding.
- Allworth Financial first reported a position in Prudential in Q1 2015 and has held it in 31 quarters since.
- Allworth Financial's Prudential position peaked at $59.2K in Q1 2026.
- 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.