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 Q3	$100K	Buy	4,037 +3,560	+746%	+$98.7K	﹤0.01%	959
2026 Q2	$12.8K	Sell	477 -1	-0.2%	-$29	﹤0.01%	1435
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	+$11K	﹤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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Mather Group's PUK Position: Q3 2026 in Review

Mather Group increased its Prudential (PUK) stake by 746% in Q3 2026, buying an estimated $98.7K and bringing the position to 4,037 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Mather Group first reported a position in PUK in Q4 2021 and has held it in 11 quarters since. The position peaked at $276K in Q4 2021. 55 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

Mather Group held 4,037 shares of Prudential worth $100K as of Q3 2026.
Mather Group bought 3,560 Prudential shares in Q3 2026, an estimated $98.7K.
Prudential made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #959 holding.
Mather Group first reported a position in Prudential in Q4 2021 and has held it in 11 quarters since.
Mather Group's Prudential position peaked at $276K in Q4 2021.
55 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.