IMA Advisory Services’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
$4.45K Buy
166
+59
+55% +$1.72K ﹤0.01% 942
2026
Q1
$3.08K Buy
107
+27
+34% +$832 ﹤0.01% 522
2025
Q4
$2.49K Buy
+80
New +$2.29K ﹤0.01% 613

Other funds holding PUK

IMA Advisory Services's PUK Position: Q2 2026 in Review

IMA Advisory Services increased its Prudential (PUK) stake by 55% in Q2 2026, buying an estimated $1.72K and bringing the position to 166 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

IMA Advisory Services first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • IMA Advisory Services held 166 shares of Prudential worth $4.45K as of Q2 2026.
  • IMA Advisory Services bought 59 Prudential shares in Q2 2026, an estimated $1.72K.
  • Prudential made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #942 holding.
  • IMA Advisory Services first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.