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
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: Q1 2026 in Review

IMA Advisory Services increased its Prudential (PUK) stake by 34% in Q1 2026, buying an estimated $832 and bringing the position to 107 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

IMA Advisory Services first reported a position in PUK in Q4 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • IMA Advisory Services held 107 shares of Prudential worth $3.08K as of Q1 2026.
  • IMA Advisory Services bought 27 Prudential shares in Q1 2026, an estimated $832.
  • Prudential made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #522 holding.
  • IMA Advisory Services first reported a position in Prudential in Q4 2025 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.