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BOK Financial Private Wealth’s Prudential PUK Stock Holding History

BOK Financial Private Wealth’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 		$3.75K Buy
+140
New +$4.09K ﹤0.01% 534
2025
Q1 		– Sell
-60
Closed -$957 – 631
2024
Q4 		$957 Buy
+60
New +$1K ﹤0.01% 512
2024
Q3 		– Hold
0
– – – 525

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

BOK Financial Private Wealth's PUK Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Prudential (PUK) in Q2 2026: 140 shares worth $3.75K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in PUK as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in PUK in Q4 2024 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • BOK Financial Private Wealth held 140 shares of Prudential worth $3.75K as of Q2 2026.
  • Prudential was a new BOK Financial Private Wealth position in Q2 2026.
  • Prudential made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #534 holding.
  • BOK Financial Private Wealth first reported a position in Prudential in Q4 2024 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.