BWA
PUK icon

Basecamp Wealth Advisors’s Prudential PUK Stock Holding History

Basecamp Wealth Advisors’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 		$49.5K Hold
1,845
– – 0.01% 542
2026
Q1 		$52.5K Hold
1,845
– – 0.01% 531
2025
Q4 		$57.4K Buy
+1,845
New +$52.9K 0.01% 492

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

Basecamp Wealth Advisors's PUK Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Prudential (PUK) position steady in Q2 2026 at 1,845 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #542.

Basecamp Wealth Advisors first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.4K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Basecamp Wealth Advisors held 1,845 shares of Prudential worth $49.5K as of Q2 2026.
  • Basecamp Wealth Advisors left its Prudential share count unchanged in Q2 2026.
  • Prudential made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #542 holding.
  • Basecamp Wealth Advisors first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Prudential position peaked at $57.4K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.