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Bogart Wealth LLC’s Prudential PUK Stock Holding History

Bogart Wealth LLC’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 		$349 Buy
+13
New +$380 ﹤0.01% 1853
2018
Q2 		– Sell
-29
Closed -$1K – 367
2018
Q1 		$1K Hold
29
– – ﹤0.01% 332
2017
Q4 		$1K Hold
29
– – ﹤0.01% 324
2017
Q3 		$1K Buy
+29
New +$1.32K ﹤0.01% 316

Other funds holding PUK

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GI
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
DC
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bogart Wealth LLC's PUK Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Prudential (PUK) in Q2 2026: 13 shares worth $349. The stake represents ﹤0.01% of the portfolio and ranks #1853 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in PUK as recently as Q1 2018.

Bogart Wealth LLC first reported a position in PUK in Q3 2017 and has held it in 4 quarters since. The position peaked at $1K in Q1 2018. 58 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Bogart Wealth LLC held 13 shares of Prudential worth $349 as of Q2 2026.
  • Prudential was a new Bogart Wealth LLC position in Q2 2026.
  • Prudential made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1853 holding.
  • Bogart Wealth LLC first reported a position in Prudential in Q3 2017 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Prudential position peaked at $1K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.