IFP Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.57K | Buy |
245
+70
| +40% | +$2.04K | ﹤0.01% | 3622 |
|
|
2026
Q1 | $4.97K | Buy |
175
+20
| +13% | +$616 | ﹤0.01% | 3529 |
|
|
2025
Q4 | $4.82K | Hold |
155
| – | – | ﹤0.01% | 3431 |
|
|
2025
Q3 | $4.34K | Sell |
155
-43
| -22% | -$1.13K | ﹤0.01% | 3334 |
|
|
2025
Q2 | $4.95K | Buy |
198
+25
| +14% | +$559 | ﹤0.01% | 3397 |
|
|
2025
Q1 | $3.72K | Sell |
173
-2
| -1% | -$36 | ﹤0.01% | 2949 |
|
|
2024
Q4 | $2.79K | Sell |
175
-4
| -2% | -$67 | ﹤0.01% | 2983 |
|
|
2024
Q3 | $3.32K | Hold |
179
| – | – | ﹤0.01% | 2789 |
|
|
2024
Q2 | $3.28K | Buy |
179
+70
| +64% | +$1.32K | ﹤0.01% | 2695 |
|
|
2024
Q1 | $2.1K | Hold |
109
| – | – | ﹤0.01% | 2678 |
|
|
2023
Q4 | $2.45K | Sell |
109
-374
| -77% | -$8.2K | ﹤0.01% | 2629 |
|
|
2023
Q3 | $10.6K | Buy |
483
+435
| +906% | +$11K | ﹤0.01% | 2235 |
|
|
2023
Q2 | $1.36K | Buy |
48
+30
| +167% | +$859 | ﹤0.01% | 3002 |
|
|
2023
Q1 | $486 | Sell |
18
-4,905
| -100% | -$147K | ﹤0.01% | 3189 |
|
|
2022
Q4 | $136K | Buy |
4,923
+645
| +15% | +$14.7K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $119K | Buy |
4,278
+766
| +22% | +$17.6K | ﹤0.01% | 1737 |
|
|
2022
Q2 | $97K | Hold |
3,512
| – | – | ﹤0.01% | 1702 |
|
|
2022
Q1 | $97K | Buy |
3,512
+3,494
| +19,411% | +$112K | ﹤0.01% | 1702 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$683 | ﹤0.01% | 3089 |
|
|
2020
Q2 | – | Sell |
-103
| Closed | -$2.72K | – | 2904 |
|
|
2020
Q1 | $3K | Buy |
103
+30
| +41% | +$955 | ﹤0.01% | 2262 |
|
|
2019
Q4 | $3K | Sell |
73
-786
| -92% | -$27.7K | ﹤0.01% | 2402 |
|
|
2019
Q3 | $31K | Buy |
+859
| New | +$31.9K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $13K | Sell |
326
-106
| -25% | -$4.09K | ﹤0.01% | 1510 |
|
|
2018
Q4 | $15K | Sell |
432
-8
| -2% | -$306 | ﹤0.01% | 2299 |
|
|
2018
Q3 | $20K | Buy |
440
+54
| +14% | +$2.39K | ﹤0.01% | 2458 |
|
|
2018
Q2 | $17K | Sell |
386
-303
| -44% | -$14.8K | ﹤0.01% | 2581 |
|
|
2018
Q1 | $34K | Hold |
689
| – | – | ﹤0.01% | 2038 |
|
|
2017
Q4 | $34K | Sell |
689
-777
| -53% | -$37K | ﹤0.01% | 2063 |
|
|
2017
Q3 | $68K | Sell |
1,466
-472
| -24% | -$21.6K | ﹤0.01% | 1806 |
|
|
2017
Q2 | $86K | Buy |
1,938
+594
| +44% | +$25.7K | ﹤0.01% | 1618 |
|
|
2017
Q1 | $55K | Sell |
1,344
-6
| -0.4% | -$236 | ﹤0.01% | 1864 |
|
|
2016
Q4 | $52K | Sell |
1,350
-83
| -6% | -$2.98K | ﹤0.01% | 1861 |
|
|
2016
Q3 | $50K | Buy |
1,433
+115
| +9% | +$3.96K | ﹤0.01% | 1821 |
|
|
2016
Q2 | $43K | Buy |
1,318
+992
| +304% | +$36.5K | ﹤0.01% | 1869 |
|
|
2016
Q1 | $13K | Sell |
326
-2,192
| -87% | -$79.4K | ﹤0.01% | 1510 |
|
|
2015
Q4 | $110K | Buy |
+2,518
| New | +$112K | 0.01% | 1125 |
|
Other funds holding PUK
CCM
IFP Advisors's PUK Position: Q2 2026 in Review
IFP Advisors increased its Prudential (PUK) stake by 40% in Q2 2026, buying an estimated $2.04K and bringing the position to 245 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3622.
IFP Advisors first reported a position in PUK in Q4 2015 and has held it in 36 quarters since. The position peaked at $136K in Q4 2022. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.
- IFP Advisors held 245 shares of Prudential worth $6.57K as of Q2 2026.
- IFP Advisors bought 70 Prudential shares in Q2 2026, an estimated $2.04K.
- Prudential made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3622 holding.
- IFP Advisors first reported a position in Prudential in Q4 2015 and has held it in 36 quarters since.
- IFP Advisors's Prudential position peaked at $136K in Q4 2022.
- 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.