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Cetera Trust Company’s Prudential PUK Stock Holding History

Cetera Trust Company’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 		$225K Buy
8,395
+150
+2% +$4.38K 0.11% 157
2026
Q1 		$234K Hold
8,245
– – 0.13% 146
2025
Q4 		$257K Buy
8,245
+1,375
+20% +$39.4K 0.14% 142
2025
Q3 		$192K Hold
6,870
– – 0.11% 172
2025
Q2 		$172K Buy
6,870
+1,250
+22% +$28K 0.1% 178
2025
Q1 		$121K Buy
5,620
+2,125
+61% +$38K 0.08% 189
2024
Q4 		$55.7K Sell
3,495
-6,000
-63% -$101K 0.04% 218
2024
Q3 		$176K Hold
9,495
– – 0.11% 182
2024
Q2 		$174K Buy
9,495
+450
+5% +$8.48K 0.11% 175
2024
Q1 		$174K Buy
9,045
+4,225
+88% +$87.2K 0.1% 178
2023
Q4 		$108K Buy
+4,820
New +$106K 0.07% 191

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 Trust Company's PUK Position: Q2 2026 in Review

Cetera Trust Company increased its Prudential (PUK) stake by 1.8% in Q2 2026, buying an estimated $4.38K and bringing the position to 8,395 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #157.

Cetera Trust Company first reported a position in PUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $257K in Q4 2025. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Cetera Trust Company held 8,395 shares of Prudential worth $225K as of Q2 2026.
  • Cetera Trust Company bought 150 Prudential shares in Q2 2026, an estimated $4.38K.
  • Prudential made up 0.11% of Cetera Trust Company's portfolio in Q2 2026, its #157 holding.
  • Cetera Trust Company first reported a position in Prudential in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Prudential position peaked at $257K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.