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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
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 $1.66T 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

Dynasty Wealth Management's PUK Position: Q1 2026 in Review

Dynasty Wealth Management increased its Prudential (PUK) stake by 2.4% in Q1 2026, buying an estimated $7.55K and bringing the position to 10,374 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Dynasty Wealth Management first reported a position in PUK in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Dynasty Wealth Management held 10,374 shares of Prudential worth $295K as of Q1 2026.
  • Dynasty Wealth Management bought 245 Prudential shares in Q1 2026, an estimated $7.55K.
  • Prudential made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Dynasty Wealth Management first reported a position in Prudential in Q4 2025 and has held it in 2 quarters since.
  • Dynasty Wealth Management's Prudential position peaked at $315K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.