CGH
PUK icon

Crossmark Global Holdings’s Prudential PUK Stock Holding History

Crossmark Global Holdings’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 		$2.72M Sell
101,451
-741
-0.7% -$21.6K 0.04% 377
2026
Q1 		$2.91M Sell
102,192
-781
-0.8% -$24.1K 0.04% 350
2025
Q4 		$3.2M Sell
102,973
-12,965
-11% -$372K 0.05% 328
2025
Q3 		$3.25M Buy
115,938
+6
+0% +$157 0.05% 329
2025
Q2 		$2.9M Buy
115,932
+4,387
+4% +$98.1K 0.05% 336
2025
Q1 		$2.4M Buy
111,545
+59
+0.1% +$1.06K 0.04% 378
2024
Q4 		$1.78M Buy
111,486
+935
+0.8% +$15.7K 0.03% 426
2024
Q3 		$2.05M Buy
110,551
+35,668
+48% +$623K 0.04% 409
2024
Q2 		$1.37M Sell
74,883
-6,987
-9% -$132K 0.03% 494
2024
Q1 		$1.58M Sell
81,870
-4,114
-5% -$84.9K 0.03% 486
2023
Q4 		$1.93M Buy
85,984
+7,169
+9% +$157K 0.04% 408
2023
Q3 		$1.74M Sell
78,815
-121
-0.2% -$3.06K 0.04% 424
2023
Q2 		$2.24M Sell
78,936
-5,817
-7% -$167K 0.05% 384
2023
Q1 		$2.32M Buy
84,753
+806
+1% +$24.2K 0.05% 362
2022
Q4 		$2.31M Sell
83,947
-10,180
-11% -$233K 0.06% 355
2022
Q3 		$1.88M Buy
94,127
+1,539
+2% +$35.3K 0.05% 377
2022
Q2 		$2.33M Sell
92,588
-236
-0.3% -$6.06K 0.06% 333
2022
Q1 		$2.75M Buy
92,824
+7,280
+9% +$232K 0.06% 316
2021
Q4 		$2.94M Buy
85,544
+6,038
+8% +$229K 0.06% 298
2021
Q3 		$3.12M Sell
79,506
-4,630
-6% -$179K 0.07% 276
2021
Q2 		$3.11M Sell
84,136
-7,363
-8% -$301K 0.07% 272
2021
Q1 		$3.79M Sell
91,499
-8,316
-8% -$317K 0.09% 231
2020
Q4 		$3.58M Buy
99,815
+1,738
+2% +$53.3K 0.09% 243
2020
Q3 		$2.72M Sell
98,077
-2,808
-3% -$84K 0.08% 270
2020
Q2 		$2.97M Buy
100,885
+2,169
+2% +$57.4K 0.09% 255
2020
Q1 		$2.37M Buy
98,716
+2,458
+3% +$78.3K 0.08% 253
2019
Q4 		$3.56M Sell
96,258
-2,145
-2% -$75.7K 0.1% 238
2019
Q3 		$3.47M Sell
98,403
-15,989
-14% -$594K 0.1% 233
2019
Q2 		$4.86M Sell
114,392
-6,405
-5% -$267K 0.14% 184
2019
Q1 		$4.71M Buy
120,797
+166
+0.1% +$6.41K 0.13% 189
2018
Q4 		$4.14M Sell
120,631
-1,203
-1% -$46K 0.13% 199
2018
Q3 		$5.42M Buy
121,834
+18,478
+18% +$817K 0.14% 180
2018
Q2 		$4.58M Sell
103,356
-24,649
-19% -$1.2M 0.12% 200
2018
Q1 		$6.35M Sell
128,005
-10,788
-8% -$546K 0.16% 153
2017
Q4 		$6.84M Sell
138,793
-1,131
-0.8% -$53.9K 0.16% 152
2017
Q3 		$6.5M Buy
+139,924
New +$6.39M 0.17% 147
2016
Q3 		$6.5M Buy
+139,924
New +$4.82M 0.17% 147

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Crossmark Global Holdings's PUK Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Prudential (PUK) stake by 0.73% in Q2 2026, selling an estimated $21.6K and leaving 101,451 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #377.

Crossmark Global Holdings first reported a position in PUK in Q3 2016 and has held it in 37 quarters since. The position peaked at $6.84M in Q4 2017. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Crossmark Global Holdings held 101,451 shares of Prudential worth $2.72M as of Q2 2026.
  • Crossmark Global Holdings sold 741 Prudential shares in Q2 2026, an estimated $21.6K.
  • Prudential made up 0.04% of Crossmark Global Holdings's portfolio in Q2 2026, its #377 holding.
  • Crossmark Global Holdings first reported a position in Prudential in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Prudential position peaked at $6.84M in Q4 2017.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.