CoreCap Advisors’s Prudential PUK Stock Holding History

CoreCap 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	$2.68K	Buy	+100	New	+$2.92K	﹤0.01%	2463
2025 Q2	–	Sell	-184	Closed	-$3.96K	–	3143
2025 Q1	$3.96K	Buy	+184	New	+$3.29K	﹤0.01%	2158
2024 Q4	–	Sell	-332	Closed	-$6.16K	–	2951
2024 Q3	$6.16K	Buy	332 +124	+60%	+$2.17K	﹤0.01%	1926
2024 Q2	$3.81K	Hold	208	–	–	﹤0.01%	1214
2024 Q1	$4.01K	Buy	+208	New	+$4.29K	﹤0.01%	1966
2022 Q4	$4.95K	Buy	+180	New	+$4.11K	﹤0.01%	1749
2022 Q3	–	Sell	-172	Closed	-$4K	–	1689
2022 Q2	$4K	Buy	+172	New	+$4.42K	﹤0.01%	1734
2022 Q1	–	Sell	-180	Closed	-$6K	–	1691
2021 Q4	$6K	Buy	+180	New	+$6.83K	﹤0.01%	1713

Other funds holding PUK

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors's PUK Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Prudential (PUK) in Q2 2026: 100 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #2463 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in PUK as recently as Q1 2025.

CoreCap Advisors first reported a position in PUK in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.16K in Q3 2024. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

CoreCap Advisors held 100 shares of Prudential worth $2.68K as of Q2 2026.
Prudential was a new CoreCap Advisors position in Q2 2026.
Prudential made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2463 holding.
CoreCap Advisors first reported a position in Prudential in Q4 2021 and has held it in 8 quarters since.
CoreCap Advisors's Prudential position peaked at $6.16K in Q3 2024.
34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.