Bare Financial Services’s Prudential PUK Stock Holding History

Bare Financial Services’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	$17.3K	Buy	646 +213	+49%	+$6.22K	﹤0.01%	338
2026 Q1	$12.3K	Buy	433 +36	+9%	+$1.11K	﹤0.01%	257
2025 Q4	$12.4K	Hold	397	–	–	﹤0.01%	180
2025 Q3	$11.1K	Buy	397 +170	+75%	+$4.45K	﹤0.01%	207
2025 Q2	$5.68K	Buy	227 +138	+155%	+$3.09K	﹤0.01%	411
2025 Q1	$1.91K	Buy	+89	New	+$1.59K	﹤0.01%	281

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

Bare Financial Services's PUK Position: Q2 2026 in Review

Bare Financial Services increased its Prudential (PUK) stake by 49% in Q2 2026, buying an estimated $6.22K and bringing the position to 646 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Bare Financial Services first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Bare Financial Services held 646 shares of Prudential worth $17.3K as of Q2 2026.
Bare Financial Services bought 213 Prudential shares in Q2 2026, an estimated $6.22K.
Prudential made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #338 holding.
Bare Financial Services first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.