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Forum Financial Management’s Prudential PUK Stock Holding History

Forum Financial Management’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 		– Sell
-7,182
Closed -$223K – 824
2025
Q4 		$223K Hold
7,182
– – ﹤0.01% 910
2025
Q3 		$201K Buy
+7,182
New +$188K ﹤0.01% 976
2022
Q1 		– Sell
-6,084
Closed -$209K – 662
2021
Q4 		$209K Buy
+6,084
New +$231K 0.01% 604

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

Forum Financial Management's PUK Position: Q1 2026 in Review

Forum Financial Management sold out of Prudential (PUK) in Q1 2026, closing a stake of 7,182 shares — an estimated $223K sold.

Forum Financial Management first reported a position in PUK in Q4 2021 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Forum Financial Management reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,182 Prudential shares in Q1 2026, an estimated $223K.
  • Forum Financial Management first reported a position in Prudential in Q4 2021 and held it in 3 quarters.
  • Forum Financial Management's Prudential position peaked at $223K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.