IFG
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Independent Financial Group’s Prudential PUK Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-8,428
Closed -$262K – 1514
2025
Q4 		$262K Sell
8,428
-2,591
-24% -$74.3K 0.01% 1218
2025
Q3 		$308K Buy
+11,019
New +$289K 0.01% 1079

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's PUK Position: Q1 2026 in Review

Independent Financial Group sold out of Prudential (PUK) in Q1 2026, closing a stake of 8,428 shares — an estimated $262K sold.

Independent Financial Group first reported a position in PUK in Q3 2025 and held it in 2 quarters. The position peaked at $308K in Q3 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Independent Financial Group reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 8,428 Prudential shares in Q1 2026, an estimated $262K.
  • Independent Financial Group first reported a position in Prudential in Q3 2025 and held it in 2 quarters.
  • Independent Financial Group's Prudential position peaked at $308K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.