JWA
PUK icon

JFS Wealth Advisors’s Prudential PUK Stock Holding History

JFS Wealth Advisors’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 		$8.55K Sell
319
-18
-5% -$526 ﹤0.01% 1077
2026
Q1 		$9.58K Buy
337
+18
+6% +$555 ﹤0.01% 966
2025
Q4 		$9.93K Buy
319
+9
+3% +$258 ﹤0.01% 979
2025
Q3 		$8.68K Buy
310
+21
+7% +$550 ﹤0.01% 941
2025
Q2 		$7.23K Buy
289
+168
+139% +$3.76K ﹤0.01% 963
2025
Q1 		$2.6K Buy
+121
New +$2.17K ﹤0.01% 1368
2024
Q4 		– Sell
-203
Closed -$3.76K – 1983
2024
Q3 		$3.76K Buy
203
+53
+35% +$925 ﹤0.01% 1227
2024
Q2 		$2.75K Sell
150
-13
-8% -$245 ﹤0.01% 1312
2024
Q1 		$3.14K Buy
163
+25
+18% +$516 ﹤0.01% 1279
2023
Q4 		$3.1K Sell
138
-21
-13% -$460 ﹤0.01% 1246
2023
Q3 		$3.49K Sell
159
-31
-16% -$784 ﹤0.01% 1144
2023
Q2 		$5.38K Buy
190
+27
+17% +$773 ﹤0.01% 970
2023
Q1 		$4.46K Buy
163
+4
+3% +$120 ﹤0.01% 1039
2022
Q4 		$4.37K Buy
159
+95
+148% +$2.17K ﹤0.01% 1048
2022
Q3 		$1K Sell
64
-290
-82% -$6.64K ﹤0.01% 1624
2022
Q2 		$9K Buy
354
+120
+51% +$3.08K ﹤0.01% 806
2022
Q1 		$7K Buy
234
+188
+409% +$6K ﹤0.01% 931
2021
Q4 		$2K Buy
+46
New +$1.75K ﹤0.01% 1140

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

JFS Wealth Advisors's PUK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Prudential (PUK) stake by 5.3% in Q2 2026, selling an estimated $526 and leaving 319 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

JFS Wealth Advisors first reported a position in PUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.93K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • JFS Wealth Advisors held 319 shares of Prudential worth $8.55K as of Q2 2026.
  • JFS Wealth Advisors sold 18 Prudential shares in Q2 2026, an estimated $526.
  • Prudential made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1077 holding.
  • JFS Wealth Advisors first reported a position in Prudential in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Prudential position peaked at $9.93K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.