Janney Montgomery Scott
PUK icon

Janney Montgomery Scott’s Prudential PUK Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-7,671
Closed -$218K – 3171
2026
Q1 		$218K Hold
7,671
– – ﹤0.01% 2584
2025
Q4 		$239K Buy
+7,671
New +$220K ﹤0.01% 2695
2025
Q2 		– Sell
-9,337
Closed -$201K – 2807
2025
Q1 		$201K Buy
+9,337
New +$167K ﹤0.01% 2537
2024
Q4 		– Sell
-15,860
Closed -$294K – 2815
2024
Q3 		$294K Sell
15,860
-751
-5% -$13.1K ﹤0.01% 2299
2024
Q2 		$304K Sell
16,611
-2,798
-14% -$52.8K ﹤0.01% 2206
2024
Q1 		$374K Buy
19,409
+4,594
+31% +$94.8K ﹤0.01% 2189
2023
Q4 		$333K Sell
14,815
-1,075
-7% -$23.6K ﹤0.01% 2155
2023
Q3 		$348K Sell
15,890
-472
-3% -$11.9K ﹤0.01% 2043
2023
Q2 		$463K Buy
16,362
+2,542
+18% +$72.8K ﹤0.01% 1926
2023
Q1 		$378K Buy
13,820
+5,825
+73% +$175K ﹤0.01% 1902
2022
Q4 		$220K Buy
+7,995
New +$183K ﹤0.01% 2315
2022
Q3 		– Sell
-9,956
Closed -$250K – 2590
2022
Q2 		$250K Buy
9,956
+1,255
+14% +$32.2K ﹤0.01% 2018
2022
Q1 		$257K Buy
8,701
+969
+13% +$30.9K ﹤0.01% 1966
2021
Q4 		$266K Sell
7,732
-2,835
-27% -$108K ﹤0.01% 2064
2021
Q3 		$414K Sell
10,567
-1,742
-14% -$67.4K ﹤0.01% 1777
2021
Q2 		$455K Sell
12,309
-160
-1% -$6.55K ﹤0.01% 1693
2021
Q1 		$516K Buy
12,469
+1,528
+14% +$58.2K ﹤0.01% 1537
2020
Q4 		$392K Buy
10,941
+334
+3% +$10.3K ﹤0.01% 1717
2020
Q3 		$294K Sell
10,607
-22
-0.2% -$658 ﹤0.01% 1710
2020
Q2 		$313K Sell
10,629
-10,244
-49% -$271K ﹤0.01% 1606
2020
Q1 		$502K Buy
20,873
+14,664
+236% +$467K ﹤0.01% 1217
2019
Q4 		$229K Buy
6,209
+394
+7% +$13.9K ﹤0.01% 1854
2019
Q3 		$205K Buy
+5,815
New +$216K ﹤0.01% 1890

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janney Montgomery Scott's PUK Position: Q2 2026 in Review

Janney Montgomery Scott sold out of Prudential (PUK) in Q2 2026, closing a stake of 7,671 shares — an estimated $218K sold.

Janney Montgomery Scott first reported a position in PUK in Q3 2019 and held it in 23 quarters. The position peaked at $516K in Q1 2021. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Janney Montgomery Scott reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,671 Prudential shares in Q2 2026, an estimated $218K.
  • Janney Montgomery Scott first reported a position in Prudential in Q3 2019 and held it in 23 quarters.
  • Janney Montgomery Scott's Prudential position peaked at $516K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.