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 Q3	$223	Sell	9 -91	-91%	-$2.52K	﹤0.01%	2938
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%	+$2.16K	﹤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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

CoreCap Advisors's PUK Position: Q3 2026 in Review

CoreCap Advisors reduced its Prudential (PUK) stake by 91% in Q3 2026, selling an estimated $2.52K and leaving 9 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

CoreCap Advisors first reported a position in PUK in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.16K in Q3 2024. 55 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

CoreCap Advisors held 9 shares of Prudential worth $223 as of Q3 2026.
CoreCap Advisors sold 91 Prudential shares in Q3 2026, an estimated $2.52K.
Prudential made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2938 holding.
CoreCap Advisors first reported a position in Prudential in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's Prudential position peaked at $6.16K in Q3 2024.
55 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.