CAPTRUST Financial Advisors
PUK icon

CAPTRUST Financial Advisors’s Prudential PUK Stock Holding History

CAPTRUST 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 		$350K Buy
13,045
+2,104
+19% +$61.4K ﹤0.01% 2458
2026
Q1 		$311K Buy
10,941
+1,456
+15% +$44.9K ﹤0.01% 2357
2025
Q4 		$295K Buy
9,485
+194
+2% +$5.56K ﹤0.01% 2267
2025
Q3 		$260K Buy
9,291
+410
+5% +$10.7K ﹤0.01% 2273
2025
Q2 		$222K Buy
+8,881
New +$199K ﹤0.01% 2229
2024
Q1 		– Sell
-10,804
Closed -$243K – 2536
2023
Q4 		$243K Sell
10,804
-901
-8% -$19.7K ﹤0.01% 2258
2023
Q3 		$257K Buy
11,705
+2,373
+25% +$60K ﹤0.01% 2109
2023
Q2 		$264K Sell
9,332
-31
-0.3% -$888 ﹤0.01% 2065
2023
Q1 		$256K Buy
9,363
+814
+10% +$24.5K ﹤0.01% 1867
2022
Q4 		$235K Buy
+8,549
New +$195K ﹤0.01% 1843
2022
Q3 		– Sell
-3,450
Closed -$87K – 3555
2022
Q2 		$87K Sell
3,450
-1,091
-24% -$28K ﹤0.01% 2308
2022
Q1 		$134K Buy
4,541
+1,555
+52% +$49.6K ﹤0.01% 2042
2021
Q4 		$103K Sell
2,986
-1,181
-28% -$44.8K ﹤0.01% 2146
2021
Q3 		$163K Buy
4,167
+584
+16% +$22.6K ﹤0.01% 1714
2021
Q2 		$132K Buy
3,583
+226
+7% +$9.25K ﹤0.01% 1810
2021
Q1 		$139K Buy
3,357
+1,070
+47% +$40.7K ﹤0.01% 1736
2020
Q4 		$82K Sell
2,287
-651
-22% -$20K ﹤0.01% 1595
2020
Q3 		$82K Buy
2,938
+387
+15% +$11.6K ﹤0.01% 1424
2020
Q2 		$76K Sell
2,551
-2,309
-48% -$61.1K ﹤0.01% 1454
2020
Q1 		$108K Buy
+4,860
New +$155K ﹤0.01% 1091

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

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

CAPTRUST Financial Advisors increased its Prudential (PUK) stake by 19% in Q2 2026, buying an estimated $61.4K and bringing the position to 13,045 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

CAPTRUST Financial Advisors first reported a position in PUK in Q1 2020 and has held it in 20 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • CAPTRUST Financial Advisors held 13,045 shares of Prudential worth $350K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,104 Prudential shares in Q2 2026, an estimated $61.4K.
  • Prudential made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2458 holding.
  • CAPTRUST Financial Advisors first reported a position in Prudential in Q1 2020 and has held it in 20 quarters since.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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