EI
PUK icon

Ethic Inc’s Prudential PUK Stock Holding History

Ethic Inc’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 		$2.01M Buy
74,979
+13,568
+22% +$396K 0.03% 507
2026
Q1 		$1.75M Buy
61,411
+6,727
+12% +$207K 0.03% 497
2025
Q4 		$1.7M Buy
54,684
+12,956
+31% +$371K 0.03% 499
2025
Q3 		$1.17M Buy
41,728
+5,370
+15% +$141K 0.02% 584
2025
Q2 		$916K Sell
36,358
-4,237
-10% -$94.8K 0.02% 644
2025
Q1 		$876K Sell
40,595
-5,060
-11% -$90.6K 0.02% 626
2024
Q4 		$728K Sell
45,655
-29,195
-39% -$489K 0.01% 688
2024
Q3 		$1.44M Sell
74,850
-5,939
-7% -$104K 0.04% 472
2024
Q2 		$1.48M Buy
80,789
+5,939
+8% +$112K 0.03% 467
2024
Q1 		$1.44M Sell
74,850
-10,491
-12% -$217K 0.04% 473
2023
Q4 		$1.92M Buy
85,341
+28,110
+49% +$616K 0.06% 364
2023
Q3 		$1.25M Buy
57,231
+3,241
+6% +$82K 0.04% 416
2023
Q2 		$1.53M Sell
53,990
-7,219
-12% -$207K 0.06% 362
2023
Q1 		$1.67M Sell
61,209
-232
-0.4% -$6.97K 0.07% 326
2022
Q4 		$1.69M Buy
61,441
+14,142
+30% +$323K 0.09% 276
2022
Q3 		$942K Buy
47,299
+874
+2% +$20K 0.06% 344
2022
Q2 		$1.17M Buy
46,425
+11,215
+32% +$288K 0.08% 290
2022
Q1 		$1.04M Buy
35,210
+19,151
+119% +$611K 0.07% 304
2021
Q4 		$553K Buy
16,059
+4,019
+33% +$152K 0.04% 384
2021
Q3 		$472K Buy
12,040
+3,518
+41% +$136K 0.05% 378
2021
Q2 		$315K Buy
8,522
+2,498
+41% +$102K 0.04% 433
2021
Q1 		$249K Sell
6,024
-9
-0.1% -$343 0.04% 426
2020
Q4 		$216K Buy
+6,033
New +$185K 0.06% 373
2020
Q1 		– Sell
-7,048
Closed -$260K – 231
2019
Q4 		$260K Buy
+7,048
New +$249K 0.19% 175

Other funds holding PUK

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ethic Inc's PUK Position: Q2 2026 in Review

Ethic Inc increased its Prudential (PUK) stake by 22% in Q2 2026, buying an estimated $396K and bringing the position to 74,979 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #507.

Ethic Inc first reported a position in PUK in Q4 2019 and has held it in 24 quarters since. 80 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Ethic Inc held 74,979 shares of Prudential worth $2.01M as of Q2 2026.
  • Ethic Inc bought 13,568 Prudential shares in Q2 2026, an estimated $396K.
  • Prudential made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #507 holding.
  • Ethic Inc first reported a position in Prudential in Q4 2019 and has held it in 24 quarters since.
  • 80 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.