Brown Financial Advisors’s Prudential PUK Stock Holding History

Brown Financial 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	$247K	Buy	9,207 +37	+0.4%	+$1.08K	0.09%	196
2026 Q1	$261K	Buy	+9,170	New	+$282K	0.1%	172
2024 Q3	–	Sell	-72	Closed	-$1.32K	–	193
2024 Q2	$1.32K	Buy	+72	New	+$1.36K	﹤0.01%	214

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Financial Advisors's PUK Position: Q2 2026 in Review

Brown Financial Advisors increased its Prudential (PUK) stake by 0.4% in Q2 2026, buying an estimated $1.08K and bringing the position to 9,207 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #196.

Brown Financial Advisors first reported a position in PUK in Q2 2024 and has held it in 3 quarters since. The position peaked at $261K in Q1 2026. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Brown Financial Advisors held 9,207 shares of Prudential worth $247K as of Q2 2026.
Brown Financial Advisors bought 37 Prudential shares in Q2 2026, an estimated $1.08K.
Prudential made up 0.09% of Brown Financial Advisors's portfolio in Q2 2026, its #196 holding.
Brown Financial Advisors first reported a position in Prudential in Q2 2024 and has held it in 3 quarters since.
Brown Financial Advisors's Prudential position peaked at $261K in Q1 2026.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.