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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
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 $1.89T 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

EP Wealth Advisors's PUK Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Prudential (PUK) in Q2 2026: 8,628 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PUK as recently as Q2 2022.

EP Wealth Advisors first reported a position in PUK in Q1 2022 and has held it in 3 quarters since. The position peaked at $402K in Q2 2022. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • EP Wealth Advisors held 8,628 shares of Prudential worth $231K as of Q2 2026.
  • Prudential was a new EP Wealth Advisors position in Q2 2026.
  • Prudential made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1438 holding.
  • EP Wealth Advisors first reported a position in Prudential in Q1 2022 and has held it in 3 quarters since.
  • EP Wealth Advisors's Prudential position peaked at $402K in Q2 2022.
  • 282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.