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LRI Investments’s Prudential PUK Stock Holding History

LRI Investments’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 		$1.93K Sell
72
-208
-74% -$6.07K ﹤0.01% 1281
2026
Q1 		$7.96K Buy
280
+244
+678% +$7.52K ﹤0.01% 949
2025
Q4 		$1.12K Hold
36
– – ﹤0.01% 1259
2025
Q3 		$1.01K Hold
36
– – ﹤0.01% 1257
2025
Q2 		$901 Hold
36
– – ﹤0.01% 1217
2025
Q1 		$774 Hold
36
– – ﹤0.01% 1168
2024
Q4 		$574 Hold
36
– – ﹤0.01% 1124
2024
Q3 		$571 Buy
+36
New +$628 ﹤0.01% 1121

Other funds holding PUK

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LRI Investments's PUK Position: Q2 2026 in Review

LRI Investments reduced its Prudential (PUK) stake by 74% in Q2 2026, selling an estimated $6.07K and leaving 72 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

LRI Investments first reported a position in PUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.96K in Q1 2026. 86 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • LRI Investments held 72 shares of Prudential worth $1.93K as of Q2 2026.
  • LRI Investments sold 208 Prudential shares in Q2 2026, an estimated $6.07K.
  • Prudential made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1281 holding.
  • LRI Investments first reported a position in Prudential in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Prudential position peaked at $7.96K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.