Mather Group’s Prudential PUK Stock Holding History

Mather 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 Q1	$13.6K	Buy	+478	New	+$14.7K	﹤0.01%	1369
2025 Q4	–	Sell	-422	Closed	-$11.8K	–	1404
2025 Q3	$11.8K	Buy	+422	New	+$11.1K	﹤0.01%	1236
2025 Q2	–	Sell	-422	Closed	-$9.07K	–	1445
2025 Q1	$9.07K	Sell	422 -24	-5%	-$430	﹤0.01%	1277
2024 Q4	$7.11K	Sell	446 -54	-11%	-$905	﹤0.01%	1316
2024 Q3	$9.27K	Sell	500 -338	-40%	-$5.9K	﹤0.01%	1188
2024 Q2	$16.1K	Sell	838 -22	-3%	-$415	﹤0.01%	1313
2024 Q1	$19.3K	Buy	+860	New	+$17.8K	﹤0.01%	1069
2022 Q2	–	Sell	-7,362	Closed	-$218K	–	455
2022 Q1	$218K	Sell	7,362 -649	-8%	-$20.7K	﹤0.01%	410
2021 Q4	$276K	Buy	+8,011	New	+$304K	0.01%	313

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

Mather Group's PUK Position: Q1 2026 in Review

Mather Group opened a new position in Prudential (PUK) in Q1 2026: 478 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: Mather Group previously reported a position in PUK as recently as Q3 2025.

Mather Group first reported a position in PUK in Q4 2021 and has held it in 9 quarters since. The position peaked at $276K in Q4 2021. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Mather Group held 478 shares of Prudential worth $13.6K as of Q1 2026.
Prudential was a new Mather Group position in Q1 2026.
Prudential made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1369 holding.
Mather Group first reported a position in Prudential in Q4 2021 and has held it in 9 quarters since.
Mather Group's Prudential position peaked at $276K in Q4 2021.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.