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Dynasty Wealth Management’s Prudential PUK Stock Holding History

Dynasty 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 		$203K Sell
7,587
-2,787
-27% -$81.4K ﹤0.01% 362
2026
Q1 		$295K Buy
10,374
+245
+2% +$7.55K ﹤0.01% 293
2025
Q4 		$315K Buy
+10,129
New +$290K ﹤0.01% 285

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Prudential (PUK) stake by 27% in Q2 2026, selling an estimated $81.4K and leaving 7,587 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Dynasty Wealth Management first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Dynasty Wealth Management held 7,587 shares of Prudential worth $203K as of Q2 2026.
  • Dynasty Wealth Management sold 2,787 Prudential shares in Q2 2026, an estimated $81.4K.
  • Prudential made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Dynasty Wealth Management first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Prudential position peaked at $315K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.