FFA
PUK icon

Farther Finance Advisors’s Prudential PUK Stock Holding History

Farther Finance 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 		$148K Buy
5,976
+169
+3% +$4.69K ﹤0.01% 2545
2026
Q2 		$156K Buy
5,807
+673
+13% +$19.7K ﹤0.01% 2424
2026
Q1 		$150K Buy
5,134
+1,404
+38% +$43.3K ﹤0.01% 2225
2025
Q4 		$116K Buy
3,730
+2,509
+205% +$71.9K ﹤0.01% 2244
2025
Q3 		$34.2K Buy
1,221
+296
+32% +$7.75K ﹤0.01% 2684
2025
Q2 		$23.2K Hold
925
– – ﹤0.01% 2587
2025
Q1 		$20K Sell
925
-657
-42% -$11.8K ﹤0.01% 2390
2024
Q4 		$25.2K Buy
1,582
+235
+17% +$3.94K ﹤0.01% 1986
2024
Q3 		$25K Sell
1,347
-34
-2% -$594 ﹤0.01% 1978
2024
Q2 		$25.2K Buy
1,381
+570
+70% +$10.7K ﹤0.01% 1705
2024
Q1 		$15.4K Buy
811
+227
+39% +$4.69K ﹤0.01% 1581
2023
Q4 		$13.1K Buy
584
+186
+47% +$4.08K ﹤0.01% 1491
2023
Q3 		$8.72K Buy
398
+182
+84% +$4.6K ﹤0.01% 1332
2023
Q2 		$6.12K Buy
216
+120
+125% +$3.44K ﹤0.01% 1356
2023
Q1 		$2.63K Hold
96
– – ﹤0.01% 1540
2022
Q4 		$2.64K Buy
+96
New +$2.19K ﹤0.01% 1357

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's PUK Position: Q3 2026 in Review

Farther Finance Advisors increased its Prudential (PUK) stake by 2.9% in Q3 2026, buying an estimated $4.69K and bringing the position to 5,976 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Farther Finance Advisors first reported a position in PUK in Q4 2022 and has held it in 16 quarters since. The position peaked at $156K in Q2 2026. 14 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Farther Finance Advisors held 5,976 shares of Prudential worth $148K as of Q3 2026.
  • Farther Finance Advisors bought 169 Prudential shares in Q3 2026, an estimated $4.69K.
  • Prudential made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2545 holding.
  • Farther Finance Advisors first reported a position in Prudential in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Prudential position peaked at $156K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.