Corient Private Wealth
PUK icon

Corient Private Wealth’s Prudential PUK Stock Holding History

Corient Private Wealth’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 		$427K Buy
15,939
+1,276
+9% +$37.3K ﹤0.01% 2343
2026
Q1 		$396K Buy
14,663
+3,627
+33% +$112K ﹤0.01% 2152
2025
Q4 		$343K Sell
11,036
-1,877
-15% -$53.8K ﹤0.01% 2084
2025
Q3 		$361K Buy
12,913
+3,283
+34% +$86K ﹤0.01% 2002
2025
Q2 		$241K Buy
9,630
+58
+0.6% +$1.3K ﹤0.01% 2122
2025
Q1 		$206K Buy
+9,572
New +$171K ﹤0.01% 2062
2024
Q3 		– Sell
-56,180
Closed -$1.03M – 2546
2024
Q2 		$1.03M Buy
56,180
+26,664
+90% +$503K ﹤0.01% 1310
2024
Q1 		$569K Buy
29,516
+2,794
+10% +$57.7K ﹤0.01% 1568
2023
Q4 		$600K Buy
26,722
+372
+1% +$8.15K ﹤0.01% 1520
2023
Q3 		$578K Buy
26,350
+5,108
+24% +$129K ﹤0.01% 1416
2023
Q2 		$602K Sell
21,242
-4
-0% -$115 ﹤0.01% 1362
2023
Q1 		$581K Buy
21,246
+10,360
+95% +$311K ﹤0.01% 1311
2022
Q4 		$299K Buy
+10,886
New +$249K ﹤0.01% 1335

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corient Private Wealth's PUK Position: Q2 2026 in Review

Corient Private Wealth increased its Prudential (PUK) stake by 8.7% in Q2 2026, buying an estimated $37.3K and bringing the position to 15,939 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Corient Private Wealth first reported a position in PUK in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.03M in Q2 2024. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Corient Private Wealth held 15,939 shares of Prudential worth $427K as of Q2 2026.
  • Corient Private Wealth bought 1,276 Prudential shares in Q2 2026, an estimated $37.3K.
  • Prudential made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2343 holding.
  • Corient Private Wealth first reported a position in Prudential in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Prudential position peaked at $1.03M in Q2 2024.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.