EP Wealth Advisors
PUK icon

EP Wealth Advisors’s Prudential PUK Stock Holding History

EP Wealth Advisors’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 		– Sell
-8,628
Closed -$231K – 1828
2026
Q2 		$231K Buy
+8,628
New +$252K ﹤0.01% 1438
2022
Q3 		– Sell
-16,010
Closed -$402K – 557
2022
Q2 		$402K Buy
16,010
+8,679
+118% +$223K 0.01% 420
2022
Q1 		$217K Buy
+7,331
New +$234K ﹤0.01% 557

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

EP Wealth Advisors's PUK Position: Q3 2026 in Review

EP Wealth Advisors sold out of Prudential (PUK) in Q3 2026, closing a stake of 8,628 shares — an estimated $231K sold.

EP Wealth Advisors first reported a position in PUK in Q1 2022 and held it in 3 quarters. The position peaked at $402K in Q2 2022. 232 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • EP Wealth Advisors reported no remaining Prudential position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 8,628 Prudential shares in Q3 2026, an estimated $231K.
  • EP Wealth Advisors first reported a position in Prudential in Q1 2022 and held it in 3 quarters.
  • EP Wealth Advisors's Prudential position peaked at $402K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.