American Capital Advisory’s Prudential PUK Stock Holding History

American Capital Advisory’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	$1.96K	Buy	73 +53	+265%	+$1.55K	﹤0.01%	631
2026 Q1	$569	Hold	20	–	–	﹤0.01%	820
2025 Q4	$623	Sell	20 -1	-5%	-$29	﹤0.01%	703
2025 Q3	$588	Buy	+21	New	+$550	﹤0.01%	648

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

American Capital Advisory's PUK Position: Q2 2026 in Review

American Capital Advisory increased its Prudential (PUK) stake by 265% in Q2 2026, buying an estimated $1.55K and bringing the position to 73 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

American Capital Advisory first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

American Capital Advisory held 73 shares of Prudential worth $1.96K as of Q2 2026.
American Capital Advisory bought 53 Prudential shares in Q2 2026, an estimated $1.55K.
Prudential made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #631 holding.
American Capital Advisory first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.