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Golden State Wealth Management’s Prudential PUK Stock Holding History

Golden State Wealth 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
2025
Q2 		– Sell
-37
Closed -$796 – 1646
2025
Q1 		$796 Hold
37
– – ﹤0.01% 1453
2024
Q4 		$590 Buy
+37
New +$620 ﹤0.01% 1413

Other funds holding PUK

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Golden State Wealth Management's PUK Position: Q2 2025 in Review

Golden State Wealth Management sold out of Prudential (PUK) in Q2 2025, closing a stake of 37 shares — an estimated $796 sold.

Golden State Wealth Management first reported a position in PUK in Q4 2024 and held it in 2 quarters. The position peaked at $796 in Q1 2025. 205 funds tracked by Wall St. Rank hold PUK as of Q2 2025.

  • Golden State Wealth Management reported no remaining Prudential position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 37 Prudential shares in Q2 2025, an estimated $796.
  • Golden State Wealth Management first reported a position in Prudential in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's Prudential position peaked at $796 in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Prudential as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.