Creative Financial Designs’s Prudential PUK Stock Holding History

Creative Financial Designs’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	$3.03K	Sell	113 -32	-22%	-$934	﹤0.01%	1832
2026 Q1	$4.12K	Hold	145	–	–	﹤0.01%	1626
2025 Q4	$4.51K	Hold	145	–	–	﹤0.01%	1535
2025 Q3	$4.06K	Buy	145 +53	+58%	+$1.39K	﹤0.01%	1576
2025 Q2	$2.3K	Hold	92	–	–	﹤0.01%	1663
2025 Q1	$1.98K	Buy	+92	New	+$1.65K	﹤0.01%	1672
2021 Q4	–	Sell	-159	Closed	-$6K	–	1389
2021 Q3	$6K	Sell	159 -5	-3%	-$193	﹤0.01%	1125
2021 Q2	$6K	Hold	164	–	–	﹤0.01%	1138
2021 Q1	$7K	Hold	164	–	–	﹤0.01%	997
2020 Q4	$6K	Sell	164 -69	-30%	-$2.12K	﹤0.01%	954
2020 Q3	$6K	Buy	233 +164	+238%	+$4.91K	﹤0.01%	898
2020 Q2	$2K	Buy	+69	New	+$1.82K	﹤0.01%	1043

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Financial Designs's PUK Position: Q2 2026 in Review

Creative Financial Designs reduced its Prudential (PUK) stake by 22% in Q2 2026, selling an estimated $934 and leaving 113 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Creative Financial Designs first reported a position in PUK in Q2 2020 and has held it in 12 quarters since. The position peaked at $7K in Q1 2021. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Creative Financial Designs held 113 shares of Prudential worth $3.03K as of Q2 2026.
Creative Financial Designs sold 32 Prudential shares in Q2 2026, an estimated $934.
Prudential made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1832 holding.
Creative Financial Designs first reported a position in Prudential in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's Prudential position peaked at $7K in Q1 2021.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.