Commonwealth Equity Services’s Prudential PUK Stock Holding History

Commonwealth Equity Services’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	–	Sell	-10,296	Closed	-$293K	–	4538
2026 Q1	$293K	Buy	10,296 +432	+4%	+$13.3K	﹤0.01%	3666
2025 Q4	$307K	Sell	9,864 -709	-7%	-$20.3K	﹤0.01%	3633
2025 Q3	$296K	Buy	10,573 +1,698	+19%	+$44.5K	﹤0.01%	3655
2025 Q2	$222K	Buy	+8,875	New	+$199K	﹤0.01%	3835
2022 Q1	–	Sell	-6,444	Closed	-$221K	–	3783
2021 Q4	$221K	Sell	6,444 -1,213	-16%	-$46K	﹤0.01%	3219
2021 Q3	$300K	Sell	7,657 -136	-2%	-$5.26K	﹤0.01%	2933
2021 Q2	$288K	Buy	+7,793	New	+$319K	﹤0.01%	2939
2020 Q1	–	Sell	-9,230	Closed	-$341K	–	2930
2019 Q4	$341K	Buy	9,230 +1,271	+16%	+$44.8K	﹤0.01%	2211
2019 Q3	$280K	Buy	7,959 +1,325	+20%	+$49.3K	﹤0.01%	2300
2019 Q2	$282K	Sell	6,634 -6,628	-50%	-$276K	﹤0.01%	2243
2019 Q1	$517K	Buy	+13,262	New	+$512K	﹤0.01%	1732
2018 Q4	–	Sell	-4,968	Closed	-$221K	–	2785
2018 Q3	$221K	Sell	4,968 -216	-4%	-$9.55K	﹤0.01%	2422
2018 Q2	$230K	Buy	5,184 +100	+2%	+$4.88K	﹤0.01%	2348
2018 Q1	$252K	Sell	5,084 -99	-2%	-$5.01K	﹤0.01%	2201
2017 Q4	$255K	Buy	5,183 +293	+6%	+$14K	﹤0.01%	2171
2017 Q3	$227K	Buy	4,890 +70	+1%	+$3.2K	﹤0.01%	2180
2017 Q2	$215K	Buy	+4,820	New	+$208K	﹤0.01%	2163

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

Commonwealth Equity Services's PUK Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Prudential (PUK) in Q2 2026, closing a stake of 10,296 shares — an estimated $293K sold.

Commonwealth Equity Services first reported a position in PUK in Q2 2017 and held it in 17 quarters. The position peaked at $517K in Q1 2019. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Commonwealth Equity Services reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
Commonwealth Equity Services sold 10,296 Prudential shares in Q2 2026, an estimated $293K.
Commonwealth Equity Services first reported a position in Prudential in Q2 2017 and held it in 17 quarters.
Commonwealth Equity Services's Prudential position peaked at $517K in Q1 2019.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.