Concurrent Investment Advisors’s Prudential PUK Stock Holding History

Concurrent Investment 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	$385K	Buy	14,354 +1,156	+9%	+$33.8K	﹤0.01%	1550
2026 Q1	$375K	Sell	13,198 -5,632	-30%	-$174K	﹤0.01%	1366
2025 Q4	$586K	Buy	18,830 +7,787	+71%	+$223K	0.01%	1074
2025 Q3	$309K	Buy	11,043 +571	+5%	+$15K	0.01%	1142
2025 Q2	$262K	Sell	10,472 -2,965	-22%	-$66.3K	0.01%	1128
2025 Q1	$289K	Buy	+13,437	New	+$240K	0.01%	946

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

Concurrent Investment Advisors's PUK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Prudential (PUK) stake by 8.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 14,354 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Concurrent Investment Advisors first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $586K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Concurrent Investment Advisors held 14,354 shares of Prudential worth $385K as of Q2 2026.
Concurrent Investment Advisors bought 1,156 Prudential shares in Q2 2026, an estimated $33.8K.
Prudential made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1550 holding.
Concurrent Investment Advisors first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's Prudential position peaked at $586K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.