CPG
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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
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 $1.66T 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

Cornerstone Planning Group's PUK Position: Q1 2026 in Review

Cornerstone Planning Group increased its Prudential (PUK) stake by 3.2% in Q1 2026, buying an estimated $370 and bringing the position to 387 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Cornerstone Planning Group first reported a position in PUK in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.4K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Cornerstone Planning Group held 387 shares of Prudential worth $11.7K as of Q1 2026.
  • Cornerstone Planning Group bought 12 Prudential shares in Q1 2026, an estimated $370.
  • Prudential made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #855 holding.
  • Cornerstone Planning Group first reported a position in Prudential in Q3 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's Prudential position peaked at $12.4K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.