Financial Consulate’s Prudential PUK Stock Holding History

Financial Consulate’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	$4.88K	Sell	182 -88	-33%	-$2.57K	﹤0.01%	858
2026 Q1	$7.69K	Buy	270 +87	+48%	+$2.68K	﹤0.01%	697
2025 Q4	$5.7K	Buy	183 +37	+25%	+$1.06K	﹤0.01%	718
2025 Q3	$4.09K	Buy	+146	New	+$3.82K	﹤0.01%	691

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Consulate's PUK Position: Q2 2026 in Review

Financial Consulate reduced its Prudential (PUK) stake by 33% in Q2 2026, selling an estimated $2.57K and leaving 182 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Financial Consulate first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.69K in Q1 2026. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Financial Consulate held 182 shares of Prudential worth $4.88K as of Q2 2026.
Financial Consulate sold 88 Prudential shares in Q2 2026, an estimated $2.57K.
Prudential made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #858 holding.
Financial Consulate first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
Financial Consulate's Prudential position peaked at $7.69K in Q1 2026.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.