AC
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AlphaCore Capital’s Prudential PUK Stock Holding History

AlphaCore Capital’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
Q1 		– Sell
-11,323
Closed -$352K – 1443
2025
Q4 		$352K Sell
11,323
-770
-6% -$22.1K 0.01% 737
2025
Q3 		$340K Buy
12,093
+9,009
+292% +$236K 0.01% 558
2025
Q2 		$77.2K Buy
+3,084
New +$69K ﹤0.01% 757

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaCore Capital's PUK Position: Q1 2026 in Review

AlphaCore Capital sold out of Prudential (PUK) in Q1 2026, closing a stake of 11,323 shares — an estimated $352K sold.

AlphaCore Capital first reported a position in PUK in Q2 2025 and held it in 3 quarters. The position peaked at $352K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • AlphaCore Capital reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 11,323 Prudential shares in Q1 2026, an estimated $352K.
  • AlphaCore Capital first reported a position in Prudential in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's Prudential position peaked at $352K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.