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Grove Bank & Trust’s Prudential PUK Stock Holding History

Grove Bank & Trust’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 		$31.9K Sell
1,190
-36
-3% -$1.05K ﹤0.01% 499
2026
Q1 		$34.9K Buy
1,226
+25
+2% +$770 ﹤0.01% 468
2025
Q4 		$37.4K Sell
1,201
-67
-5% -$1.92K ﹤0.01% 453
2025
Q3 		$35.5K Sell
1,268
-289
-19% -$7.57K ﹤0.01% 465
2025
Q2 		$39K Sell
1,557
-7
-0.4% -$157 ﹤0.01% 446
2025
Q1 		$33.6K Sell
1,564
-114
-7% -$2.04K ﹤0.01% 452
2024
Q4 		$26.7K Buy
1,678
+214
+15% +$3.59K ﹤0.01% 429
2024
Q3 		$27.1K Sell
1,464
-21
-1% -$367 ﹤0.01% 418
2024
Q2 		$27.2K Sell
1,485
-366
-20% -$6.9K ﹤0.01% 403
2024
Q1 		$35.7K Buy
1,851
+124
+7% +$2.56K 0.01% 399
2023
Q4 		$38.8K Sell
1,727
-1
-0.1% -$22 0.01% 383
2023
Q3 		$37.9K Sell
1,728
-73
-4% -$1.85K 0.01% 396
2023
Q2 		$51K Sell
1,801
-15
-0.8% -$429 0.01% 366
2023
Q1 		$49.6K Sell
1,816
-33
-2% -$991 0.01% 368
2022
Q4 		$51K Buy
+1,849
New +$42.3K 0.01% 368
2018
Q1 		– Sell
-1,969
Closed -$97K – 388
2017
Q4 		$97K Sell
1,969
-918
-32% -$43.7K 0.04% 223
2017
Q3 		$134K Sell
2,887
-165
-5% -$7.54K 0.07% 199
2017
Q2 		$136K Buy
3,052
+1,248
+69% +$53.9K 0.09% 167
2017
Q1 		$74K Buy
1,804
+526
+41% +$20.7K 0.06% 179
2016
Q4 		$49K Buy
+1,278
New +$45.9K 0.04% 222
2016
Q1 		– Sell
-1,158
Closed -$51K – 320
2015
Q4 		$51K Buy
+1,158
New +$51.6K 0.05% 172

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

Grove Bank & Trust's PUK Position: Q2 2026 in Review

Grove Bank & Trust reduced its Prudential (PUK) stake by 2.9% in Q2 2026, selling an estimated $1.05K and leaving 1,190 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Grove Bank & Trust first reported a position in PUK in Q4 2015 and has held it in 21 quarters since. The position peaked at $136K in Q2 2017. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Grove Bank & Trust held 1,190 shares of Prudential worth $31.9K as of Q2 2026.
  • Grove Bank & Trust sold 36 Prudential shares in Q2 2026, an estimated $1.05K.
  • Prudential made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #499 holding.
  • Grove Bank & Trust first reported a position in Prudential in Q4 2015 and has held it in 21 quarters since.
  • Grove Bank & Trust's Prudential position peaked at $136K in Q2 2017.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.