Dogwood Wealth Management’s Prudential PUK Stock Holding History

Dogwood Wealth Management’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	–	Sell	-32	Closed	-$910	–	904
2026 Q1	$910	Buy	+32	New	+$986	﹤0.01%	762

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

Dogwood Wealth Management's PUK Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Prudential (PUK) in Q2 2026, closing a stake of 32 shares — an estimated $910 sold.

Dogwood Wealth Management first reported a position in PUK in Q1 2026 and held it in 1 quarter. The position peaked at $910 in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Dogwood Wealth Management reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 32 Prudential shares in Q2 2026, an estimated $910.
Dogwood Wealth Management first reported a position in Prudential in Q1 2026 and held it in 1 quarter.
Dogwood Wealth Management's Prudential position peaked at $910 in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.