Nisa Investment Advisors’s Prudential PUK Stock Holding History

Nisa Investment 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	$643	Buy	24 +1	+4%	+$29	﹤0.01%	2911
2026 Q1	$663	Buy	+23	New	+$709	﹤0.01%	2817
2021 Q4	–	Sell	-115	Closed	-$5	–	2303
2021 Q3	$5	Sell	115 -4	-3%	-$155	﹤0.01%	2260
2021 Q2	$4	Sell	119 -28	-19%	-$1.15K	﹤0.01%	2285
2021 Q1	$6	Hold	147	–	–	﹤0.01%	2253
2020 Q4	$5K	Hold	147	–	–	﹤0.01%	2267
2020 Q3	$4K	Hold	147	–	–	﹤0.01%	2211
2020 Q2	$4K	Buy	147 +24	+20%	+$635	﹤0.01%	2024
2020 Q1	$3K	Hold	123	–	–	﹤0.01%	2012
2019 Q4	$5K	Hold	123	–	–	﹤0.01%	1927
2019 Q3	$4K	Sell	123 -2	-2%	-$74	﹤0.01%	1933
2019 Q2	$5K	Buy	125 +4	+3%	+$167	﹤0.01%	1898
2019 Q1	$5K	Hold	121	–	–	﹤0.01%	1915
2018 Q4	$4K	Hold	121	–	–	﹤0.01%	1851
2018 Q3	$5K	Hold	121	–	–	﹤0.01%	1872
2018 Q2	$5K	Buy	121 +2	+2%	+$98	﹤0.01%	1834
2018 Q1	$5K	Hold	119	–	–	﹤0.01%	1797
2017 Q4	$5K	Hold	119	–	–	﹤0.01%	1815
2017 Q3	$5K	Sell	119 -8	-6%	-$365	﹤0.01%	1812
2017 Q2	$5K	Sell	127 -75	-37%	-$3.24K	﹤0.01%	1804
2017 Q1	$8K	Hold	202	–	–	﹤0.01%	1731
2016 Q4	$8K	Hold	202	–	–	﹤0.01%	1826
2016 Q3	$7K	Buy	202 +5	+3%	+$172	﹤0.01%	1822
2016 Q2	$8K	Hold	197	–	–	﹤0.01%	1812
2016 Q1	$7K	Buy	+197	New	+$7.13K	﹤0.01%	1819

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

Nisa Investment Advisors's PUK Position: Q2 2026 in Review

Nisa Investment Advisors increased its Prudential (PUK) stake by 4.3% in Q2 2026, buying an estimated $29 and bringing the position to 24 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Nisa Investment Advisors first reported a position in PUK in Q1 2016 and has held it in 25 quarters since. The position peaked at $8K in Q1 2017. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Nisa Investment Advisors held 24 shares of Prudential worth $643 as of Q2 2026.
Nisa Investment Advisors bought 1 Prudential share in Q2 2026, an estimated $29.
Prudential made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2911 holding.
Nisa Investment Advisors first reported a position in Prudential in Q1 2016 and has held it in 25 quarters since.
Nisa Investment Advisors's Prudential position peaked at $8K in Q1 2017.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.