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Legacy Wealth Asset Management’s Prudential PUK Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$670K Sell
27,069
-18
-0.1% -$499 0.15% 207
2026
Q2 		$726K Sell
27,087
-227
-0.8% -$6.63K 0.16% 197
2026
Q1 		$777K Buy
27,314
+41
+0.2% +$1.26K 0.19% 173
2025
Q4 		$849K Sell
27,273
-414
-1% -$11.9K 0.21% 145
2025
Q3 		$775K Sell
27,687
-147
-0.5% -$3.85K 0.19% 159
2025
Q2 		$696K Sell
27,834
-237
-0.8% -$5.3K 0.18% 168
2025
Q1 		$604K Buy
28,071
+6,170
+28% +$110K 0.17% 205
2024
Q4 		$349K Sell
21,901
-4,008
-15% -$67.2K 0.1% 284
2024
Q3 		$480K Buy
25,909
+225
+0.9% +$3.93K 0.13% 252
2024
Q2 		$471K Buy
25,684
+1,247
+5% +$23.5K 0.13% 242
2024
Q1 		$471K Buy
24,437
+478
+2% +$9.87K 0.13% 242
2023
Q4 		$538K Sell
23,959
-453
-2% -$9.93K 0.18% 205
2023
Q3 		$535K Sell
24,412
-3,686
-13% -$93.2K 0.2% 180
2023
Q2 		$796K Sell
28,098
-15
-0.1% -$429 0.28% 99
2023
Q1 		$769K Buy
28,113
+2,790
+11% +$83.8K 0.28% 108
2022
Q4 		$696K Buy
25,323
+5,688
+29% +$130K 0.27% 135
2022
Q3 		$391K Buy
+19,635
New +$450K 0.17% 214

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's PUK Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Prudential (PUK) stake by 0.07% in Q3 2026, selling an estimated $499 and leaving 27,069 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #207.

Legacy Wealth Asset Management first reported a position in PUK in Q3 2022 and has held it in 17 quarters since. The position peaked at $849K in Q4 2025. 12 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Legacy Wealth Asset Management held 27,069 shares of Prudential worth $670K as of Q3 2026.
  • Legacy Wealth Asset Management sold 18 Prudential shares in Q3 2026, an estimated $499.
  • Prudential made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #207 holding.
  • Legacy Wealth Asset Management first reported a position in Prudential in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Prudential position peaked at $849K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.