Brown Financial Advisors’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Brown Financial Advisors's PUK Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in Prudential (PUK) in Q1 2026: 9,170 shares worth $261K. The stake represents 0.1% of the portfolio and ranks #172 among its holdings. This is a return to the name: Brown Financial Advisors previously reported a position in PUK as recently as Q2 2024.

Brown Financial Advisors first reported a position in PUK in Q2 2024 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Brown Financial Advisors held 9,170 shares of Prudential worth $261K as of Q1 2026.
  • Prudential was a new Brown Financial Advisors position in Q1 2026.
  • Prudential made up 0.1% of Brown Financial Advisors's portfolio in Q1 2026, its #172 holding.
  • Brown Financial Advisors first reported a position in Prudential in Q2 2024 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.