NewSquare Capital’s Prudential PUK Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-685	Closed	-$17.1K	–	964
2025 Q2	$17.1K	Buy	685 +618	+922%	+$13.8K	﹤0.01%	517
2025 Q1	$1.44K	Buy	+67	New	+$1.2K	﹤0.01%	885

Other funds holding PUK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewSquare Capital's PUK Position: Q3 2025 in Review

NewSquare Capital sold out of Prudential (PUK) in Q3 2025, closing a stake of 685 shares — an estimated $17.1K sold.

NewSquare Capital first reported a position in PUK in Q1 2025 and held it in 2 quarters. The position peaked at $17.1K in Q2 2025. 224 funds tracked by Wall St. Rank hold PUK as of Q3 2025.

NewSquare Capital reported no remaining Prudential position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 685 Prudential shares in Q3 2025, an estimated $17.1K.
NewSquare Capital first reported a position in Prudential in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Prudential position peaked at $17.1K in Q2 2025.
224 funds tracked by Wall St. Rank held Prudential as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.