JFA
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JNBA Financial Advisors’s Prudential PUK Stock Holding History

JNBA Financial 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
Q1 		$3.78K Hold
133
– – ﹤0.01% 645
2025
Q4 		$4.14K Buy
+133
New +$3.81K ﹤0.01% 596
2016
Q4 		– Sell
-1,991
Closed -$69K – 1119
2016
Q3 		$69K Buy
+1,991
New +$68.6K 0.01% 451

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JNBA Financial Advisors's PUK Position: Q1 2026 in Review

JNBA Financial Advisors held its Prudential (PUK) position steady in Q1 2026 at 133 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

JNBA Financial Advisors first reported a position in PUK in Q3 2016 and has held it in 3 quarters since. The position peaked at $69K in Q3 2016. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • JNBA Financial Advisors held 133 shares of Prudential worth $3.78K as of Q1 2026.
  • JNBA Financial Advisors left its Prudential share count unchanged in Q1 2026.
  • Prudential made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #645 holding.
  • JNBA Financial Advisors first reported a position in Prudential in Q3 2016 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Prudential position peaked at $69K in Q3 2016.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.