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Bell Investment Advisors’s Prudential PUK Stock Holding History

Bell Investment 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 		$1.69K Hold
63
– – ﹤0.01% 1386
2026
Q1 		$1.79K Hold
63
– – ﹤0.01% 1366
2025
Q4 		$1.96K Hold
63
– – ﹤0.01% 1360
2025
Q3 		$1.76K Hold
63
– – ﹤0.01% 1375
2025
Q2 		$1.58K Buy
63
+35
+125% +$783 ﹤0.01% 1439
2025
Q1 		$602 Buy
+28
New +$501 ﹤0.01% 1700
2024
Q4 		– Sell
-31
Closed -$575 – 1943
2024
Q3 		$575 Sell
31
-28
-47% -$489 ﹤0.01% 1750
2024
Q2 		$1.08K Hold
59
– – ﹤0.01% 1595
2024
Q1 		$1.14K Buy
59
+2
+4% +$41 ﹤0.01% 1567
2023
Q4 		$1.28K Sell
57
-15
-21% -$329 ﹤0.01% 1507
2023
Q3 		$1.58K Buy
72
+19
+36% +$481 ﹤0.01% 1388
2023
Q2 		$1.5K Buy
53
+18
+51% +$515 ﹤0.01% 1435
2023
Q1 		$957 Sell
35
-19
-35% -$571 ﹤0.01% 1594
2022
Q4 		$1.48K Sell
54
-3
-5% -$69 ﹤0.01% 1435
2022
Q3 		$1K Sell
57
-8
-12% -$183 ﹤0.01% 1536
2022
Q2 		$2K Buy
+65
New +$1.67K ﹤0.01% 1214
2021
Q4 		$2K Buy
65
+30
+86% +$1.14K ﹤0.01% 1210
2021
Q3 		$1K Buy
+35
New +$1.35K ﹤0.01% 1528

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

Bell Investment Advisors's PUK Position: Q2 2026 in Review

Bell Investment Advisors held its Prudential (PUK) position steady in Q2 2026 at 63 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Bell Investment Advisors first reported a position in PUK in Q3 2021 and has held it in 18 quarters since. The position peaked at $2K in Q2 2022. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Bell Investment Advisors held 63 shares of Prudential worth $1.69K as of Q2 2026.
  • Bell Investment Advisors left its Prudential share count unchanged in Q2 2026.
  • Prudential made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1386 holding.
  • Bell Investment Advisors first reported a position in Prudential in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Prudential position peaked at $2K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.