MFG
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Merit Financial Group’s Prudential PUK Stock Holding History

Merit Financial 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
Q2 		$518K Buy
19,332
+176
+0.9% +$5.14K ﹤0.01% 1476
2026
Q1 		$545K Buy
19,156
+488
+3% +$15K ﹤0.01% 1331
2025
Q4 		$581K Buy
18,668
+690
+4% +$19.8K ﹤0.01% 1217
2025
Q3 		$503K Buy
17,978
+1,318
+8% +$34.5K ﹤0.01% 1188
2025
Q2 		$417K Buy
16,660
+4,347
+35% +$97.2K ﹤0.01% 1184
2025
Q1 		$265K Buy
+12,313
New +$220K ﹤0.01% 1170

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

Merit Financial Group's PUK Position: Q2 2026 in Review

Merit Financial Group increased its Prudential (PUK) stake by 0.92% in Q2 2026, buying an estimated $5.14K and bringing the position to 19,332 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Merit Financial Group first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $581K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Merit Financial Group held 19,332 shares of Prudential worth $518K as of Q2 2026.
  • Merit Financial Group bought 176 Prudential shares in Q2 2026, an estimated $5.14K.
  • Prudential made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1476 holding.
  • Merit Financial Group first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Prudential position peaked at $581K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.