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
Q1 		$396K Sell
14,663
-7,409
-34% -$228K ﹤0.01% 2152
2025
Q4 		$667K Buy
22,072
+9,159
+71% +$262K ﹤0.01% 2141
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth's PUK Position: Q1 2026 in Review

Corient Private Wealth reduced its Prudential (PUK) stake by 34% in Q1 2026, selling an estimated $228K and leaving 14,663 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Corient Private Wealth first reported a position in PUK in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2024. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Corient Private Wealth held 14,663 shares of Prudential worth $396K as of Q1 2026.
  • Corient Private Wealth sold 7,409 Prudential shares in Q1 2026, an estimated $228K.
  • Prudential made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2152 holding.
  • Corient Private Wealth first reported a position in Prudential in Q4 2022 and has held it in 12 quarters since.
  • Corient Private Wealth's Prudential position peaked at $1.03M in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.