Focus Partners Wealth
PUK icon

Focus Partners Wealth’s Prudential PUK Stock Holding History

Focus Partners Wealth’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 		$980K Buy
33,710
+9,775
+41% +$301K ﹤0.01% 1634
2025
Q4 		$745K Buy
+23,935
New +$686K ﹤0.01% 1759

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth's PUK Position: Q1 2026 in Review

Focus Partners Wealth increased its Prudential (PUK) stake by 41% in Q1 2026, buying an estimated $301K and bringing the position to 33,710 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Focus Partners Wealth first reported a position in PUK in Q4 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Focus Partners Wealth held 33,710 shares of Prudential worth $980K as of Q1 2026.
  • Focus Partners Wealth bought 9,775 Prudential shares in Q1 2026, an estimated $301K.
  • Prudential made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1634 holding.
  • Focus Partners Wealth first reported a position in Prudential in Q4 2025 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.