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Frazier Financial Advisors’s Prudential PUK Stock Holding History

Frazier Financial 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
2026
Q1 		$342 Buy
+12
New +$370 ﹤0.01% 767
2025
Q4 		– Sell
-15
Closed -$420 – 692
2025
Q3 		$420 Buy
+15
New +$393 ﹤0.01% 598

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

Frazier Financial Advisors's PUK Position: Q1 2026 in Review

Frazier Financial Advisors opened a new position in Prudential (PUK) in Q1 2026: 12 shares worth $342. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Frazier Financial Advisors previously reported a position in PUK as recently as Q3 2025.

Frazier Financial Advisors first reported a position in PUK in Q3 2025 and has held it in 2 quarters since. The position peaked at $420 in Q3 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Frazier Financial Advisors held 12 shares of Prudential worth $342 as of Q1 2026.
  • Prudential was a new Frazier Financial Advisors position in Q1 2026.
  • Prudential made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #767 holding.
  • Frazier Financial Advisors first reported a position in Prudential in Q3 2025 and has held it in 2 quarters since.
  • Frazier Financial Advisors's Prudential position peaked at $420 in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.