NWAG
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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Net Worth Advisory Group's PUK Position: Q2 2026 in Review

Net Worth Advisory Group increased its Prudential (PUK) stake by 3.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 9,624 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #321.

Net Worth Advisory Group first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Net Worth Advisory Group held 9,624 shares of Prudential worth $258K as of Q2 2026.
  • Net Worth Advisory Group bought 353 Prudential shares in Q2 2026, an estimated $10.3K.
  • Prudential made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #321 holding.
  • Net Worth Advisory Group first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Prudential position peaked at $276K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.