Beaird Harris Wealth Management’s Prudential PUK Stock Holding History

Beaird Harris Wealth Management’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	$2.13K	Hold	80	–	–	﹤0.01%	524
2026 Q1	$2.26K	Hold	80	–	–	﹤0.01%	483
2025 Q4	$2.48K	Hold	80	–	–	﹤0.01%	502
2025 Q3	$2.23K	Buy	80 +15	+23%	+$393	﹤0.01%	503
2025 Q2	$1.62K	Buy	+65	New	+$1.45K	﹤0.01%	513
2024 Q1	–	Sell	-244	Closed	-$5.48K	–	646
2023 Q4	$5.48K	Buy	+244	New	+$5.35K	﹤0.01%	371

Other funds holding PUK

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beaird Harris Wealth Management's PUK Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Prudential (PUK) position steady in Q2 2026 at 80 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Beaird Harris Wealth Management first reported a position in PUK in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.48K in Q4 2023. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Beaird Harris Wealth Management held 80 shares of Prudential worth $2.13K as of Q2 2026.
Beaird Harris Wealth Management left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #524 holding.
Beaird Harris Wealth Management first reported a position in Prudential in Q4 2023 and has held it in 6 quarters since.
Beaird Harris Wealth Management's Prudential position peaked at $5.48K in Q4 2023.
34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.