Cetera Investment Advisers
PUK icon

Cetera Investment Advisers’s Prudential PUK Stock Holding History

Cetera Investment Advisers’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 		$939K Buy
35,013
+7,552
+28% +$221K ﹤0.01% 3112
2026
Q1 		$781K Buy
27,461
+5,160
+23% +$159K ﹤0.01% 3126
2025
Q4 		$694K Buy
22,301
+1,800
+9% +$51.6K ﹤0.01% 3162
2025
Q3 		$574K Buy
20,501
+7,609
+59% +$199K ﹤0.01% 3266
2025
Q2 		$323K Buy
12,892
+144
+1% +$3.22K ﹤0.01% 3334
2025
Q1 		$274K Buy
+12,748
New +$228K ﹤0.01% 3336
2024
Q4 		– Sell
-10,403
Closed -$193K – 3868
2024
Q3 		$193K Buy
+10,403
New +$182K ﹤0.01% 3391

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

Cetera Investment Advisers's PUK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Prudential (PUK) stake by 28% in Q2 2026, buying an estimated $221K and bringing the position to 35,013 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Cetera Investment Advisers first reported a position in PUK in Q3 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Cetera Investment Advisers held 35,013 shares of Prudential worth $939K as of Q2 2026.
  • Cetera Investment Advisers bought 7,552 Prudential shares in Q2 2026, an estimated $221K.
  • Prudential made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3112 holding.
  • Cetera Investment Advisers first reported a position in Prudential in Q3 2024 and has held it in 7 quarters since.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.