Net Worth Advisory Group
PUK icon

Net Worth Advisory Group’s Prudential PUK Stock Holding History

Net Worth Advisory 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
Q3 		$271K Buy
10,981
+1,357
+14% +$37.6K 0.07% 319
2026
Q2 		$258K Buy
9,624
+353
+4% +$10.3K 0.07% 321
2026
Q1 		$264K Buy
9,271
+395
+4% +$12.2K 0.05% 343
2025
Q4 		$276K Buy
+8,876
New +$254K 0.06% 348

Other funds holding PUK

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Net Worth Advisory Group's PUK Position: Q3 2026 in Review

Net Worth Advisory Group increased its Prudential (PUK) stake by 14% in Q3 2026, buying an estimated $37.6K and bringing the position to 10,981 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #319.

Net Worth Advisory Group first reported a position in PUK in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 92 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Net Worth Advisory Group held 10,981 shares of Prudential worth $271K as of Q3 2026.
  • Net Worth Advisory Group bought 1,357 Prudential shares in Q3 2026, an estimated $37.6K.
  • Prudential made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #319 holding.
  • Net Worth Advisory Group first reported a position in Prudential in Q4 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Prudential position peaked at $276K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.