BTI
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Blue Trust Inc’s Prudential PUK Stock Holding History

Blue Trust Inc’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 		$110K Buy
4,115
+29
+0.7% +$847 ﹤0.01% 998
2026
Q1 		$116K Hold
4,086
– – ﹤0.01% 959
2025
Q4 		$127K Buy
4,086
+143
+4% +$4.1K ﹤0.01% 949
2025
Q3 		$110K Buy
3,943
+90
+2% +$2.36K ﹤0.01% 1027
2025
Q2 		$96.4K Sell
3,853
-507
-12% -$11.3K ﹤0.01% 1062
2025
Q1 		$93.7K Sell
4,360
-2
-0% -$36 ﹤0.01% 1021
2024
Q4 		$69.5K Sell
4,362
-5,373
-55% -$90K ﹤0.01% 1096
2024
Q3 		$178K Buy
9,735
+7,036
+261% +$123K ﹤0.01% 919
2024
Q2 		$52K Buy
2,699
+1,806
+202% +$34K ﹤0.01% 1237
2024
Q1 		$17.2K Sell
893
-203
-19% -$4.19K ﹤0.01% 1287
2023
Q4 		$24K Buy
1,096
+852
+349% +$18.7K ﹤0.01% 1213
2023
Q3 		$7K Sell
244
-29
-11% -$733 ﹤0.01% 1544
2023
Q2 		$7K Sell
273
-2,263
-89% -$64.8K ﹤0.01% 1430
2023
Q1 		$70K Sell
2,536
-828
-25% -$24.9K ﹤0.01% 894
2022
Q4 		$67K Buy
3,364
+2,377
+241% +$54.3K ﹤0.01% 807
2022
Q3 		$24K Sell
987
-136
-12% -$3.12K ﹤0.01% 1021
2022
Q2 		$34K Buy
+1,123
New +$28.8K ﹤0.01% 801

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

Blue Trust Inc's PUK Position: Q2 2026 in Review

Blue Trust Inc increased its Prudential (PUK) stake by 0.71% in Q2 2026, buying an estimated $847 and bringing the position to 4,115 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Blue Trust Inc first reported a position in PUK in Q2 2022 and has held it in 17 quarters since. The position peaked at $178K in Q3 2024. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Blue Trust Inc held 4,115 shares of Prudential worth $110K as of Q2 2026.
  • Blue Trust Inc bought 29 Prudential shares in Q2 2026, an estimated $847.
  • Prudential made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #998 holding.
  • Blue Trust Inc first reported a position in Prudential in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Prudential position peaked at $178K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.