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PUK icon

Essential Partners’s Prudential PUK Stock Holding History

Essential 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
Q2 		$5.15K Hold
192
– – ﹤0.01% 1533
2026
Q1 		$5.46K Hold
192
– – ﹤0.01% 1533
2025
Q4 		$5.97K Hold
192
– – ﹤0.01% 1356
2025
Q3 		$5.37K Buy
+192
New +$5.03K ﹤0.01% 1396

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

Essential Partners's PUK Position: Q2 2026 in Review

Essential Partners held its Prudential (PUK) position steady in Q2 2026 at 192 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Essential Partners first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.97K in Q4 2025. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Essential Partners held 192 shares of Prudential worth $5.15K as of Q2 2026.
  • Essential Partners left its Prudential share count unchanged in Q2 2026.
  • Prudential made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1533 holding.
  • Essential Partners first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Prudential position peaked at $5.97K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.