BGAI
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Bruce G. Allen Investments’s Prudential PUK Stock Holding History

Bruce G. Allen Investments’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 		$68.5K Buy
2,554
+244
+11% +$7.13K 0.04% 219
2026
Q1 		$65.7K Sell
2,310
-443
-16% -$13.6K 0.04% 216
2025
Q4 		$85.7K Sell
2,753
-75
-3% -$2.15K 0.06% 184
2025
Q3 		$79.2K Buy
2,828
+75
+3% +$1.96K 0.06% 197
2025
Q2 		$68.9K Sell
2,753
-6
-0.2% -$134 0.05% 208
2025
Q1 		$59.3K Buy
2,759
+1,140
+70% +$20.4K 0.05% 220
2024
Q4 		$25.8K Sell
1,619
-751
-32% -$12.6K 0.02% 349
2024
Q3 		$43.9K Sell
2,370
-6
-0.3% -$105 0.03% 283
2024
Q2 		$43.5K Buy
+2,376
New +$44.8K 0.04% 265

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

Bruce G. Allen Investments's PUK Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Prudential (PUK) stake by 11% in Q2 2026, buying an estimated $7.13K and bringing the position to 2,554 shares worth $68.5K. The position accounts for 0.04% of the portfolio, ranked #219.

Bruce G. Allen Investments first reported a position in PUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.7K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Bruce G. Allen Investments held 2,554 shares of Prudential worth $68.5K as of Q2 2026.
  • Bruce G. Allen Investments bought 244 Prudential shares in Q2 2026, an estimated $7.13K.
  • Prudential made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #219 holding.
  • Bruce G. Allen Investments first reported a position in Prudential in Q2 2024 and has held it in 9 quarters since.
  • Bruce G. Allen Investments's Prudential position peaked at $85.7K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.