GI
PUK icon

GAMMA Investing’s Prudential PUK Stock Holding History

GAMMA Investing’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 		$249K Sell
9,280
-423
-4% -$12.4K 0.01% 1102
2026
Q1 		$276K Buy
9,703
+567
+6% +$17.5K 0.01% 900
2025
Q4 		$284K Buy
9,136
+597
+7% +$17.1K 0.01% 801
2025
Q3 		$239K Buy
8,539
+461
+6% +$12.1K 0.01% 860
2025
Q2 		$202K Buy
8,078
+1,570
+24% +$35.1K 0.01% 914
2025
Q1 		$140K Buy
6,508
+4,205
+183% +$75.3K 0.01% 983
2024
Q4 		$36.7K Buy
2,303
+1,127
+96% +$18.9K ﹤0.01% 1905
2024
Q3 		$21.8K Buy
1,176
+318
+37% +$5.55K ﹤0.01% 2055
2024
Q2 		$15.7K Sell
858
-17
-2% -$321 ﹤0.01% 2014
2024
Q1 		$16.9K Sell
875
-197
-18% -$4.07K ﹤0.01% 1761
2023
Q4 		$22.2K Buy
+1,072
New +$23.5K 0.01% 1429

Other funds holding PUK

GI
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
DC
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
Wealth Enhancement Advisory Services
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing's PUK Position: Q2 2026 in Review

GAMMA Investing reduced its Prudential (PUK) stake by 4.4% in Q2 2026, selling an estimated $12.4K and leaving 9,280 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #1102.

GAMMA Investing first reported a position in PUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q4 2025. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • GAMMA Investing held 9,280 shares of Prudential worth $249K as of Q2 2026.
  • GAMMA Investing sold 423 Prudential shares in Q2 2026, an estimated $12.4K.
  • Prudential made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1102 holding.
  • GAMMA Investing first reported a position in Prudential in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Prudential position peaked at $284K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.