Cornerstone Planning Group
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
Q3 		– Sell
-313
Closed -$9.23K – 1304
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

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Cornerstone Planning Group's PUK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Prudential (PUK) in Q3 2026, closing a stake of 313 shares — an estimated $9.23K sold.

Cornerstone Planning Group first reported a position in PUK in Q3 2023 and held it in 12 quarters. The position peaked at $12.4K in Q4 2025. 60 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Prudential position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 313 Prudential shares in Q3 2026, an estimated $9.23K.
  • Cornerstone Planning Group first reported a position in Prudential in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's Prudential position peaked at $12.4K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.