EWP
PUK icon

Elevation Wealth Partners’s Prudential PUK Stock Holding History

Elevation Wealth Partners’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
Q3 		$3.91K Buy
+158
New +$4.38K ﹤0.01% 1144

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's PUK Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Prudential (PUK) in Q3 2026: 158 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings.

13 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Elevation Wealth Partners held 158 shares of Prudential worth $3.91K as of Q3 2026.
  • Prudential was a new Elevation Wealth Partners position in Q3 2026.
  • Prudential made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1144 holding.
  • 13 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.