CPG
PUK icon

Cornerstone Planning Group’s Prudential PUK Stock Holding History

Cornerstone Planning Group’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 		$9.23K Sell
313
-74
-19% -$2.16K ﹤0.01% 916
2026
Q1 		$11.7K Buy
387
+12
+3% +$370 ﹤0.01% 855
2025
Q4 		$12.4K Buy
375
+364
+3,309% +$10.4K ﹤0.01% 733
2025
Q3 		$2.17K Sell
11
-283
-96% -$7.41K ﹤0.01% 1145
2025
Q2 		$7.51K Buy
294
+84
+40% +$1.88K ﹤0.01% 626
2025
Q1 		$4.46K Buy
210
+72
+52% +$1.29K ﹤0.01% 768
2024
Q4 		$2.28K Buy
138
+91
+194% +$1.52K ﹤0.01% 766
2024
Q3 		$790 Buy
47
+27
+135% +$471 ﹤0.01% 992
2024
Q2 		$327 Sell
20
-8
-29% -$151 ﹤0.01% 1135
2024
Q1 		$532 Buy
28
+12
+75% +$248 ﹤0.01% 925
2023
Q4 		$359 Hold
16
– – ﹤0.01% 813
2023
Q3 		$351 Buy
+16
New +$405 ﹤0.01% 951

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

Cornerstone Planning Group's PUK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Prudential (PUK) stake by 19% in Q2 2026, selling an estimated $2.16K and leaving 313 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Cornerstone Planning Group first reported a position in PUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4K in Q4 2025. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Cornerstone Planning Group held 313 shares of Prudential worth $9.23K as of Q2 2026.
  • Cornerstone Planning Group sold 74 Prudential shares in Q2 2026, an estimated $2.16K.
  • Prudential made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #916 holding.
  • Cornerstone Planning Group first reported a position in Prudential in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Prudential position peaked at $12.4K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.