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
Q2 		$742K Sell
27,661
-6,049
-18% -$177K ﹤0.01% 1765
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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth's PUK Position: Q2 2026 in Review

Focus Partners Wealth reduced its Prudential (PUK) stake by 18% in Q2 2026, selling an estimated $177K and leaving 27,661 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Focus Partners Wealth first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $980K in Q1 2026. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Focus Partners Wealth held 27,661 shares of Prudential worth $742K as of Q2 2026.
  • Focus Partners Wealth sold 6,049 Prudential shares in Q2 2026, an estimated $177K.
  • Prudential made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1765 holding.
  • Focus Partners Wealth first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Prudential position peaked at $980K in Q1 2026.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.