Jones Financial Companies’s Prudential PUK Stock Holding History

Jones Financial Companies’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	$1.23M	Buy	46,150 +6,877	+18%	+$201K	﹤0.01%	1786
2026 Q1	$1.09M	Buy	39,273 +29,927	+320%	+$922K	﹤0.01%	1683
2025 Q4	$291K	Sell	9,346 -21	-0.2%	-$602	﹤0.01%	1734
2025 Q3	$260K	Buy	9,367 +183	+2%	+$4.79K	﹤0.01%	1682
2025 Q2	$231K	Buy	9,184 +6,536	+247%	+$146K	﹤0.01%	1608
2025 Q1	$56.7K	Buy	2,648 +2,006	+312%	+$35.9K	﹤0.01%	2009
2024 Q4	$10.2K	Sell	642 -21	-3%	-$352	﹤0.01%	2523
2024 Q3	$12.3K	Buy	663 +178	+37%	+$3.11K	﹤0.01%	2143
2024 Q2	$8.88K	Buy	+485	New	+$9.14K	﹤0.01%	1792
2024 Q1	–	Sell	-50	Closed	-$1.12K	–	1434
2023 Q4	$1.12K	Buy	50 +23	+85%	+$504	﹤0.01%	954
2023 Q3	$592	Buy	+27	New	+$683	﹤0.01%	662
2023 Q2	–	Sell	-120	Closed	-$3.28K	–	577
2023 Q1	$3.28K	Buy	120 +114	+1,900%	+$3.42K	﹤0.01%	541
2022 Q4	$0	Buy	+6	New	+$137	﹤0.01%	763
2022 Q1	–	Sell	-220	Closed	-$8K	–	809
2021 Q4	$8K	Hold	220	–	–	﹤0.01%	587
2021 Q3	$9K	Sell	220 -7	-3%	-$271	﹤0.01%	514
2021 Q2	$8K	Buy	+227	New	+$9.29K	﹤0.01%	505
2021 Q1	–	Sell	-84	Closed	-$3K	–	844
2020 Q4	$3K	Buy	+84	New	+$2.58K	﹤0.01%	570
2013 Q4	–	Sell	-99	Closed	-$4K	–	465
2013 Q3	$4K	Hold	99	–	–	﹤0.01%	607
2013 Q2	$3K	Buy	+99	New	+$3.25K	﹤0.01%	712

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies's PUK Position: Q2 2026 in Review

Jones Financial Companies increased its Prudential (PUK) stake by 18% in Q2 2026, buying an estimated $201K and bringing the position to 46,150 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Jones Financial Companies first reported a position in PUK in Q2 2013 and has held it in 19 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Jones Financial Companies held 46,150 shares of Prudential worth $1.23M as of Q2 2026.
Jones Financial Companies bought 6,877 Prudential shares in Q2 2026, an estimated $201K.
Prudential made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1786 holding.
Jones Financial Companies first reported a position in Prudential in Q2 2013 and has held it in 19 quarters since.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.