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Larson Financial Group’s Prudential PUK Stock Holding History

Larson Financial Group’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 		$44.1K Sell
1,644
-593
-27% -$17.3K ﹤0.01% 1577
2026
Q1 		$63.6K Buy
2,237
+459
+26% +$14.1K ﹤0.01% 1227
2025
Q4 		$55.3K Buy
1,778
+121
+7% +$3.47K ﹤0.01% 1182
2025
Q3 		$46.4K Buy
1,657
+1,429
+627% +$37.4K ﹤0.01% 1193
2025
Q2 		$5.71K Sell
228
-415
-65% -$9.28K ﹤0.01% 2031
2025
Q1 		$13.8K Buy
+643
New +$11.5K ﹤0.01% 1510

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

Larson Financial Group's PUK Position: Q2 2026 in Review

Larson Financial Group reduced its Prudential (PUK) stake by 27% in Q2 2026, selling an estimated $17.3K and leaving 1,644 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Larson Financial Group first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.6K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Larson Financial Group held 1,644 shares of Prudential worth $44.1K as of Q2 2026.
  • Larson Financial Group sold 593 Prudential shares in Q2 2026, an estimated $17.3K.
  • Prudential made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1577 holding.
  • Larson Financial Group first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Prudential position peaked at $63.6K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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