NewEdge Advisors’s Prudential PUK Stock Holding History

NewEdge Advisors’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	$504K	Buy	18,798 +147	+0.8%	+$4.29K	﹤0.01%	2143
2026 Q1	$530K	Sell	18,651 -148	-0.8%	-$4.56K	﹤0.01%	1943
2025 Q4	$585K	Buy	18,799 +3,372	+22%	+$96.6K	﹤0.01%	1860
2025 Q3	$432K	Buy	15,427 +5,307	+52%	+$139K	﹤0.01%	1923
2025 Q2	$253K	Buy	10,120 +9,948	+5,784%	+$223K	﹤0.01%	2111
2025 Q1	$3.69K	Hold	172	–	–	﹤0.01%	3381
2024 Q4	$2.74K	Sell	172 -20	-10%	-$335	﹤0.01%	3390
2024 Q3	$3.55K	Hold	192	–	–	﹤0.01%	3265
2024 Q2	$3.51K	Sell	192 -45	-19%	-$848	﹤0.01%	3195
2024 Q1	$4.57K	Buy	237 +104	+78%	+$2.15K	﹤0.01%	3164
2023 Q4	$2.99K	Buy	+133	New	+$2.92K	﹤0.01%	3258
2023 Q1	–	Sell	-65	Closed	-$1.79K	–	3971
2022 Q4	$1.79K	Buy	+65	New	+$1.49K	﹤0.01%	2871

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

NewEdge Advisors's PUK Position: Q2 2026 in Review

NewEdge Advisors increased its Prudential (PUK) stake by 0.79% in Q2 2026, buying an estimated $4.29K and bringing the position to 18,798 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

NewEdge Advisors first reported a position in PUK in Q4 2022 and has held it in 12 quarters since. The position peaked at $585K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

NewEdge Advisors held 18,798 shares of Prudential worth $504K as of Q2 2026.
NewEdge Advisors bought 147 Prudential shares in Q2 2026, an estimated $4.29K.
Prudential made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2143 holding.
NewEdge Advisors first reported a position in Prudential in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's Prudential position peaked at $585K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.