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Mattson Financial Services’s Prudential PUK Stock Holding History

Mattson Financial Services’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 		$290K Buy
10,150
+409
+4% +$11.9K 0.06% 205
2026
Q1 		$277K Buy
+9,741
New +$300K 0.07% 191
2025
Q2 		– Sell
-64
Closed -$1.38K – 300
2025
Q1 		$1.38K Buy
+64
New +$1.15K ﹤0.01% 296

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mattson Financial Services's PUK Position: Q2 2026 in Review

Mattson Financial Services increased its Prudential (PUK) stake by 4.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 10,150 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #205.

Mattson Financial Services first reported a position in PUK in Q1 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Mattson Financial Services held 10,150 shares of Prudential worth $290K as of Q2 2026.
  • Mattson Financial Services bought 409 Prudential shares in Q2 2026, an estimated $11.9K.
  • Prudential made up 0.06% of Mattson Financial Services's portfolio in Q2 2026, its #205 holding.
  • Mattson Financial Services first reported a position in Prudential in Q1 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.