Clearstead Advisors’s Prudential PUK Stock Holding History

Clearstead 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	$9.36K	Buy	+349	New	+$10.2K	﹤0.01%	2003
2025 Q1	–	Sell	-29	Closed	-$470	–	2292
2024 Q4	$470	Buy	+29	New	+$486	﹤0.01%	1987
2023 Q4	–	Sell	-160	Closed	-$3.51K	–	1593
2023 Q3	$3.51K	Buy	+160	New	+$4.05K	﹤0.01%	1127
2021 Q3	–	Sell	-46	Closed	-$2K	–	1364
2021 Q2	$2K	Buy	+46	New	+$1.88K	﹤0.01%	1068

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearstead Advisors's PUK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Prudential (PUK) in Q2 2026: 349 shares worth $9.36K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PUK as recently as Q4 2024.

Clearstead Advisors first reported a position in PUK in Q2 2021 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Clearstead Advisors held 349 shares of Prudential worth $9.36K as of Q2 2026.
Prudential was a new Clearstead Advisors position in Q2 2026.
Prudential made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2003 holding.
Clearstead Advisors first reported a position in Prudential in Q2 2021 and has held it in 4 quarters since.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.