Mercer Global Advisors
PUK icon

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
Q2 		$1.55M Sell
57,789
-15,765
-21% -$460K ﹤0.01% 1492
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
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

Mercer Global Advisors's PUK Position: Q2 2026 in Review

Mercer Global Advisors reduced its Prudential (PUK) stake by 21% in Q2 2026, selling an estimated $460K and leaving 57,789 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Mercer Global Advisors first reported a position in PUK in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.09M in Q1 2026. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Mercer Global Advisors held 57,789 shares of Prudential worth $1.55M as of Q2 2026.
  • Mercer Global Advisors sold 15,765 Prudential shares in Q2 2026, an estimated $460K.
  • Prudential made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1492 holding.
  • Mercer Global Advisors first reported a position in Prudential in Q1 2021 and has held it in 15 quarters since.
  • Mercer Global Advisors's Prudential position peaked at $2.09M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.