AFG
PUK icon

Atomi Financial Group’s Prudential PUK Stock Holding History

Atomi Financial 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 		$597K Sell
22,285
-2,376
-10% -$69.4K 0.02% 689
2026
Q1 		$701K Buy
24,661
+913
+4% +$28.1K 0.02% 565
2025
Q4 		$739K Buy
23,748
+2,581
+12% +$74K 0.02% 526
2025
Q3 		$592K Buy
21,167
+2,360
+13% +$61.8K 0.02% 584
2025
Q2 		$471K Buy
18,807
+4,064
+28% +$90.9K 0.02% 619
2025
Q1 		$317K Buy
+14,743
New +$264K 0.01% 744

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atomi Financial Group's PUK Position: Q2 2026 in Review

Atomi Financial Group reduced its Prudential (PUK) stake by 9.6% in Q2 2026, selling an estimated $69.4K and leaving 22,285 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #689.

Atomi Financial Group first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $739K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Atomi Financial Group held 22,285 shares of Prudential worth $597K as of Q2 2026.
  • Atomi Financial Group sold 2,376 Prudential shares in Q2 2026, an estimated $69.4K.
  • Prudential made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #689 holding.
  • Atomi Financial Group first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
  • Atomi Financial Group's Prudential position peaked at $739K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.