FHA
PUK icon

First Horizon Advisors’s Prudential PUK Stock Holding History

First Horizon 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
2025
Q2 		$13K Buy
519
+32
+7% +$716 ﹤0.01% 1578
2025
Q1 		$10.5K Buy
487
+28
+6% +$501 ﹤0.01% 1584
2024
Q4 		$7.32K Hold
459
– – ﹤0.01% 1706
2024
Q3 		$8.51K Sell
459
-8
-2% -$140 ﹤0.01% 1662
2024
Q2 		$8.55K Buy
467
+83
+22% +$1.56K ﹤0.01% 1594
2024
Q1 		$7.4K Sell
384
-434
-53% -$8.96K ﹤0.01% 1703
2023
Q4 		$18.4K Buy
818
+219
+37% +$4.8K ﹤0.01% 1368
2023
Q3 		$13.1K Buy
599
+204
+52% +$5.16K ﹤0.01% 1409
2023
Q2 		$11.2K Buy
395
+102
+35% +$2.92K ﹤0.01% 1500
2023
Q1 		$8.01K Sell
293
-96
-25% -$2.88K ﹤0.01% 1636
2022
Q4 		$10.7K Buy
389
+6
+2% +$137 ﹤0.01% 1528
2022
Q3 		$7K Sell
383
-183
-32% -$4.19K ﹤0.01% 1657
2022
Q2 		$14K Buy
566
+371
+190% +$9.53K ﹤0.01% 1439
2022
Q1 		$6K Sell
195
-16
-8% -$511 ﹤0.01% 1258
2021
Q4 		$6K Buy
211
+81
+62% +$3.07K ﹤0.01% 1711
2021
Q3 		$4K Buy
130
+26
+25% +$1.01K ﹤0.01% 1804
2021
Q2 		$3K Hold
104
– – ﹤0.01% 1681
2021
Q1 		$4K Buy
104
+52
+100% +$1.98K ﹤0.01% 1518
2020
Q4 		$2K Buy
+52
New +$1.6K ﹤0.01% 1326
2020
Q2 		– Sell
-48
Closed -$1K – 1456
2020
Q1 		$1K Buy
+48
New +$1.53K ﹤0.01% 1309

Other funds holding PUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

First Horizon Advisors's PUK Position: Q2 2025 in Review

First Horizon Advisors increased its Prudential (PUK) stake by 6.6% in Q2 2025, buying an estimated $716 and bringing the position to 519 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

First Horizon Advisors first reported a position in PUK in Q1 2020 and has held it in 20 quarters since. The position peaked at $18.4K in Q4 2023. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2025.

  • First Horizon Advisors held 519 shares of Prudential worth $13K as of Q2 2025.
  • First Horizon Advisors bought 32 Prudential shares in Q2 2025, an estimated $716.
  • Prudential made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1578 holding.
  • First Horizon Advisors first reported a position in Prudential in Q1 2020 and has held it in 20 quarters since.
  • First Horizon Advisors's Prudential position peaked at $18.4K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Prudential as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.