Halbert Hargrove Global Advisors
PUK icon

Halbert Hargrove Global Advisors’s Prudential PUK Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-51
Closed -$1.38K – 618
2026
Q2 		$1.38K Buy
+51
New +$1.49K ﹤0.01% 418

Other funds holding PUK

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Manske Wealth Management
Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Halbert Hargrove Global Advisors's PUK Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Prudential (PUK) in Q3 2026, closing a stake of 51 shares — an estimated $1.38K sold.

Halbert Hargrove Global Advisors first reported a position in PUK in Q2 2026 and held it in 1 quarter. The position peaked at $1.38K in Q2 2026. 86 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Prudential position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 51 Prudential shares in Q3 2026, an estimated $1.38K.
  • Halbert Hargrove Global Advisors first reported a position in Prudential in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Prudential position peaked at $1.38K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.