Mercer Global Advisors’s Prudential PUK Stock Holding History

Mercer Global Advisors’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	$2.09M	Buy	73,554 +22,033	+43%	+$679K	﹤0.01%	1183
2025 Q4	$1.6M	Buy	51,521 +23,088	+81%	+$662K	﹤0.01%	1221
2025 Q3	$796K	Buy	+28,433	New	+$745K	﹤0.01%	1499
2025 Q2	–	Sell	-9,693	Closed	-$208K	–	2353
2025 Q1	$208K	Buy	+9,693	New	+$173K	﹤0.01%	1954
2024 Q4	–	Sell	-14,029	Closed	-$259K	–	2255
2024 Q3	$259K	Sell	14,029 -2,724	-16%	-$47.6K	﹤0.01%	1681
2024 Q2	$307K	Buy	16,753 +3,142	+23%	+$59.2K	﹤0.01%	1562
2024 Q1	$262K	Buy	13,611 +4,385	+48%	+$90.5K	﹤0.01%	1648
2023 Q4	$207K	Sell	9,226 -1,966	-18%	-$43.1K	﹤0.01%	1828
2023 Q3	$245K	Sell	11,192 -4,712	-30%	-$119K	﹤0.01%	1650
2023 Q2	$450K	Buy	+15,904	New	+$455K	﹤0.01%	1282
2022 Q2	–	Sell	-8,072	Closed	-$239K	–	1899
2022 Q1	$239K	Buy	8,072 +1,497	+23%	+$47.8K	﹤0.01%	1626
2021 Q4	$226K	Buy	6,575 +1,148	+21%	+$43.6K	﹤0.01%	1596
2021 Q3	$213K	Buy	+5,427	New	+$210K	﹤0.01%	1589
2021 Q2	–	Sell	-4,887	Closed	-$202K	–	1730
2021 Q1	$202K	Buy	+4,887	New	+$186K	﹤0.01%	1480

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

Mercer Global Advisors's PUK Position: Q1 2026 in Review

Mercer Global Advisors increased its Prudential (PUK) stake by 43% in Q1 2026, buying an estimated $679K and bringing the position to 73,554 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Mercer Global Advisors first reported a position in PUK in Q1 2021 and has held it in 14 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Mercer Global Advisors held 73,554 shares of Prudential worth $2.09M as of Q1 2026.
Mercer Global Advisors bought 22,033 Prudential shares in Q1 2026, an estimated $679K.
Prudential made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1183 holding.
Mercer Global Advisors first reported a position in Prudential in Q1 2021 and has held it in 14 quarters since.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.