First Affirmative Financial Network’s Prudential PUK Stock Holding History

First Affirmative Financial Network’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	$625K	Buy	+25,267	New	+$701K	0.14%	148
2026 Q1	$752K	Buy	+26,443	New	+$815K	0.29%	73
2025 Q3	$738K	Buy	26,379 +2,216	+9%	+$58K	0.35%	56
2025 Q2	$605K	Buy	24,163 +2,821	+13%	+$63.1K	0.31%	82
2025 Q1	$459K	Buy	21,342 +4,618	+28%	+$82.7K	0.28%	100
2024 Q4	$267K	Buy	16,724 +5,897	+54%	+$98.8K	0.15%	179
2024 Q3	$201K	Buy	+10,827	New	+$189K	0.11%	255

Other funds holding PUK

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

First Affirmative Financial Network's PUK Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Prudential (PUK) in Q3 2026: 25,267 shares worth $625K. The stake represents 0.14% of the portfolio and ranks #148 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in PUK as recently as Q1 2026.

First Affirmative Financial Network first reported a position in PUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $752K in Q1 2026. 62 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

First Affirmative Financial Network held 25,267 shares of Prudential worth $625K as of Q3 2026.
Prudential was a new First Affirmative Financial Network position in Q3 2026.
Prudential made up 0.14% of First Affirmative Financial Network's portfolio in Q3 2026, its #148 holding.
First Affirmative Financial Network first reported a position in Prudential in Q3 2024 and has held it in 7 quarters since.
First Affirmative Financial Network's Prudential position peaked at $752K in Q1 2026.
62 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.