Kestra Advisory Services’s Prudential PUK Stock Holding History

Kestra Advisory Services’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	-4,517	Closed	-$141K	–	4110
2025 Q4	$141K	Buy	+4,517	New	+$129K	﹤0.01%	3174
2023 Q1	–	Sell	-15,334	Closed	-$421K	–	2264
2022 Q4	$421K	Buy	+15,334	New	+$350K	﹤0.01%	1511
2022 Q3	–	Sell	-8,724	Closed	-$219K	–	2213
2022 Q2	$219K	Buy	+8,724	New	+$224K	﹤0.01%	1849

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's PUK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Prudential (PUK) in Q1 2026, closing a stake of 4,517 shares — an estimated $141K sold.

Kestra Advisory Services first reported a position in PUK in Q2 2022 and held it in 3 quarters. The position peaked at $421K in Q4 2022. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Kestra Advisory Services reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 4,517 Prudential shares in Q1 2026, an estimated $141K.
Kestra Advisory Services first reported a position in Prudential in Q2 2022 and held it in 3 quarters.
Kestra Advisory Services's Prudential position peaked at $421K in Q4 2022.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.