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 Q2	–	Sell	-37	Closed	-$1.05K	–	1311
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 $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MV Capital Management's PUK Position: Q2 2026 in Review

MV Capital Management sold out of Prudential (PUK) in Q2 2026, closing a stake of 37 shares — an estimated $1.05K sold.

MV Capital Management first reported a position in PUK in Q4 2025 and held it in 2 quarters. The position peaked at $1.05K in Q1 2026. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

MV Capital Management reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
MV Capital Management sold 37 Prudential shares in Q2 2026, an estimated $1.05K.
MV Capital Management first reported a position in Prudential in Q4 2025 and held it in 2 quarters.
MV Capital Management's Prudential position peaked at $1.05K in Q1 2026.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.