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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Affirmative Financial Network's PUK Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Prudential (PUK) in Q1 2026: 26,443 shares worth $752K. The stake represents 0.29% of the portfolio and ranks #73 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in PUK as recently as Q3 2025.

First Affirmative Financial Network first reported a position in PUK in Q3 2024 and has held it in 6 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

First Affirmative Financial Network held 26,443 shares of Prudential worth $752K as of Q1 2026.
Prudential was a new First Affirmative Financial Network position in Q1 2026.
Prudential made up 0.29% of First Affirmative Financial Network's portfolio in Q1 2026, its #73 holding.
First Affirmative Financial Network first reported a position in Prudential in Q3 2024 and has held it in 6 quarters since.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.