Gallacher Capital Management’s Prudential PUK Stock Holding History

Gallacher Capital 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 Q2	$389K	Sell	14,507 -5,444	-27%	-$159K	0.22%	159
2026 Q1	$567K	Sell	19,951 -228	-1%	-$7.02K	0.22%	136
2025 Q4	$628K	Sell	20,179 -19	-0.1%	-$545	0.24%	118
2025 Q3	$565K	Buy	20,198 +3,929	+24%	+$103K	0.22%	148
2025 Q2	$407K	Buy	16,269 +706	+5%	+$15.8K	0.19%	161
2025 Q1	$335K	Buy	15,563 +2,233	+17%	+$40K	0.16%	179
2024 Q4	$212K	Buy	13,330 +311	+2%	+$5.21K	0.11%	273
2024 Q3	$241K	Buy	13,019 +976	+8%	+$17K	0.11%	237
2024 Q2	$221K	Buy	+12,043	New	+$227K	0.12%	237
2024 Q1	–	Sell	-9,304	Closed	-$209K	–	303
2023 Q4	$209K	Buy	+9,304	New	+$204K	0.12%	241
2023 Q3	–	Sell	-8,068	Closed	-$228K	–	270
2023 Q2	$228K	Buy	8,068 +673	+9%	+$19.3K	0.13%	210
2023 Q1	$202K	Buy	+7,395	New	+$222K	0.12%	230

Other funds holding PUK

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Gallacher Capital Management's PUK Position: Q2 2026 in Review

Gallacher Capital Management reduced its Prudential (PUK) stake by 27% in Q2 2026, selling an estimated $159K and leaving 14,507 shares worth $389K. The position accounts for 0.22% of the portfolio, ranked #159.

Gallacher Capital Management first reported a position in PUK in Q1 2023 and has held it in 12 quarters since. The position peaked at $628K in Q4 2025. 49 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Gallacher Capital Management held 14,507 shares of Prudential worth $389K as of Q2 2026.
Gallacher Capital Management sold 5,444 Prudential shares in Q2 2026, an estimated $159K.
Prudential made up 0.22% of Gallacher Capital Management's portfolio in Q2 2026, its #159 holding.
Gallacher Capital Management first reported a position in Prudential in Q1 2023 and has held it in 12 quarters since.
Gallacher Capital Management's Prudential position peaked at $628K in Q4 2025.
49 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.