Beacon Pointe Advisors’s Prudential PUK Stock Holding History

Beacon Pointe 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	–	Sell	-7,205	Closed	-$205K	–	2015
2026 Q1	$205K	Buy	+7,205	New	+$222K	﹤0.01%	1721
2024 Q2	–	Sell	-10,410	Closed	-$201K	–	1367
2024 Q1	$201K	Buy	10,410 +379	+4%	+$7.83K	﹤0.01%	1266
2023 Q4	$225K	Buy	10,031 +483	+5%	+$10.6K	﹤0.01%	1177
2023 Q3	$209K	Buy	9,548 +232	+2%	+$5.87K	﹤0.01%	1214
2023 Q2	$264K	Sell	9,316 -124	-1%	-$3.55K	﹤0.01%	922
2023 Q1	$258K	Sell	9,440 -442	-4%	-$13.3K	﹤0.01%	987
2022 Q4	$272K	Buy	+9,882	New	+$226K	0.01%	900
2022 Q3	–	Sell	-9,778	Closed	-$247K	–	1049
2022 Q2	$247K	Sell	9,778 -976	-9%	-$25.1K	0.01%	897
2022 Q1	$318K	Buy	+10,754	New	+$343K	﹤0.01%	964

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

Beacon Pointe Advisors's PUK Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Prudential (PUK) in Q2 2026, closing a stake of 7,205 shares — an estimated $205K sold.

Beacon Pointe Advisors first reported a position in PUK in Q1 2022 and held it in 9 quarters. The position peaked at $318K in Q1 2022. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Beacon Pointe Advisors reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 7,205 Prudential shares in Q2 2026, an estimated $205K.
Beacon Pointe Advisors first reported a position in Prudential in Q1 2022 and held it in 9 quarters.
Beacon Pointe Advisors's Prudential position peaked at $318K in Q1 2022.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.