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
Q3 		$225K Sell
9,096
-184
-2% -$5.1K 0.01% 1242
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 $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

GAMMA Investing's PUK Position: Q3 2026 in Review

GAMMA Investing reduced its Prudential (PUK) stake by 2% in Q3 2026, selling an estimated $5.1K and leaving 9,096 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1242.

GAMMA Investing first reported a position in PUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $284K in Q4 2025. 13 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • GAMMA Investing held 9,096 shares of Prudential worth $225K as of Q3 2026.
  • GAMMA Investing sold 184 Prudential shares in Q3 2026, an estimated $5.1K.
  • Prudential made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1242 holding.
  • GAMMA Investing first reported a position in Prudential in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Prudential position peaked at $284K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.