BPI
PUK icon

BFC Planning, Inc.’s Prudential PUK Stock Holding History

BFC Planning, Inc.’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 		$1.72K Buy
64
+20
+45% +$584 ﹤0.01% 3026
2026
Q1 		$1.25K Buy
44
+4
+10% +$123 ﹤0.01% 2702
2025
Q4 		$1.24K Buy
+40
New +$1.15K ﹤0.01% 2754

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
Causeway Capital Management
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

BFC Planning, Inc.'s PUK Position: Q2 2026 in Review

BFC Planning, Inc. increased its Prudential (PUK) stake by 45% in Q2 2026, buying an estimated $584 and bringing the position to 64 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

BFC Planning, Inc. first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • BFC Planning, Inc. held 64 shares of Prudential worth $1.72K as of Q2 2026.
  • BFC Planning, Inc. bought 20 Prudential shares in Q2 2026, an estimated $584.
  • Prudential made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3026 holding.
  • BFC Planning, Inc. first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.