MV Capital Management’s Prudential PUK Stock Holding History

MV Capital Management’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	$1.05K	Buy	37 +23	+164%	+$709	﹤0.01%	857
2025 Q4	$436	Buy	+14	New	+$401	﹤0.01%	937

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

MV Capital Management's PUK Position: Q1 2026 in Review

MV Capital Management increased its Prudential (PUK) stake by 164% in Q1 2026, buying an estimated $709 and bringing the position to 37 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

MV Capital Management first reported a position in PUK in Q4 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

MV Capital Management held 37 shares of Prudential worth $1.05K as of Q1 2026.
MV Capital Management bought 23 Prudential shares in Q1 2026, an estimated $709.
Prudential made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #857 holding.
MV Capital Management first reported a position in Prudential in Q4 2025 and has held it in 2 quarters since.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.