First Command Advisory Services’s Prudential PUK Stock Holding History

First Command Advisory Services’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	$4.37K	Buy	+163	New	+$4.76K	﹤0.01%	879
2025 Q4	–	Sell	-96	Closed	-$2.69K	–	793
2025 Q3	$2.69K	Hold	96	–	–	﹤0.01%	512
2025 Q2	$2.4K	Hold	96	–	–	﹤0.01%	480
2025 Q1	$2.06K	Buy	+96	New	+$1.72K	﹤0.01%	477

Other funds holding PUK

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Command Advisory Services's PUK Position: Q2 2026 in Review

First Command Advisory Services opened a new position in Prudential (PUK) in Q2 2026: 163 shares worth $4.37K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: First Command Advisory Services previously reported a position in PUK as recently as Q3 2025.

First Command Advisory Services first reported a position in PUK in Q1 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

First Command Advisory Services held 163 shares of Prudential worth $4.37K as of Q2 2026.
Prudential was a new First Command Advisory Services position in Q2 2026.
Prudential made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #879 holding.
First Command Advisory Services first reported a position in Prudential in Q1 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.