EWM
PUK icon

Empirical Wealth Management’s Prudential PUK Stock Holding History

Empirical 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 		$492K Buy
18,353
+768
+4% +$22.4K 0.01% 686
2026
Q1 		$500K Buy
17,585
+1,825
+12% +$56.2K 0.01% 573
2025
Q4 		$490K Buy
+15,760
New +$452K 0.01% 521

Other funds holding PUK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Empirical Wealth Management increased its Prudential (PUK) stake by 4.4% in Q2 2026, buying an estimated $22.4K and bringing the position to 18,353 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #686.

Empirical Wealth Management first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $500K in Q1 2026. 169 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Empirical Wealth Management held 18,353 shares of Prudential worth $492K as of Q2 2026.
  • Empirical Wealth Management bought 768 Prudential shares in Q2 2026, an estimated $22.4K.
  • Prudential made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Empirical Wealth Management first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Prudential position peaked at $500K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.