MAI Capital Management’s Prudential PUK Stock Holding History

MAI Capital 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 Q2	$338K	Buy	12,599 +4,644	+58%	+$136K	﹤0.01%	1522
2026 Q1	$226K	Buy	7,955 +6,032	+314%	+$186K	﹤0.01%	1401
2025 Q4	$59.9K	Sell	1,923 -54	-3%	-$1.55K	﹤0.01%	1909
2025 Q3	$55.3K	Sell	1,977 -596	-23%	-$15.6K	﹤0.01%	1864
2025 Q2	$64.4K	Buy	2,573 +1,223	+91%	+$27.4K	﹤0.01%	1717
2025 Q1	$29K	Hold	1,350	–	–	﹤0.01%	2022
2024 Q4	$21.5K	Buy	+1,350	New	+$22.6K	﹤0.01%	2187
2020 Q2	–	Sell	-15,728	Closed	-$378K	–	568
2020 Q1	$378K	Sell	15,728 -292	-2%	-$9.3K	0.02%	408
2019 Q4	$592K	Buy	+16,020	New	+$565K	0.02%	376

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

MAI Capital Management's PUK Position: Q2 2026 in Review

MAI Capital Management increased its Prudential (PUK) stake by 58% in Q2 2026, buying an estimated $136K and bringing the position to 12,599 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

MAI Capital Management first reported a position in PUK in Q4 2019 and has held it in 9 quarters since. The position peaked at $592K in Q4 2019. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

MAI Capital Management held 12,599 shares of Prudential worth $338K as of Q2 2026.
MAI Capital Management bought 4,644 Prudential shares in Q2 2026, an estimated $136K.
Prudential made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1522 holding.
MAI Capital Management first reported a position in Prudential in Q4 2019 and has held it in 9 quarters since.
MAI Capital Management's Prudential position peaked at $592K in Q4 2019.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.