Orion Portfolio Solutions’s Prudential PUK Stock Holding History

Orion Portfolio Solutions’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 Q1	$360K	Buy	+16,723	New	+$299K	﹤0.01%	1550
2024 Q2	–	Sell	-13,168	Closed	-$254K	–	1777
2024 Q1	$254K	Sell	13,168 -1,122	-8%	-$23.2K	﹤0.01%	1521
2023 Q4	$311K	Sell	14,290 -3,915	-22%	-$85.8K	﹤0.01%	1393
2023 Q3	$399K	Sell	18,205 -3,739	-17%	-$94.6K	﹤0.01%	1286
2023 Q2	$621K	Sell	21,944 -1,966	-8%	-$56.3K	0.01%	1139
2023 Q1	$654K	Buy	+23,910	New	+$718K	0.01%	1044
2020 Q1	–	Sell	-9	Closed	–	–	2222
2019 Q4	$0	Buy	+9	New	+$317	﹤0.01%	1922

Other funds holding PUK

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Orion Portfolio Solutions's PUK Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Prudential (PUK) in Q1 2025: 16,723 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in PUK as recently as Q1 2024.

Orion Portfolio Solutions first reported a position in PUK in Q4 2019 and has held it in 7 quarters since. The position peaked at $654K in Q1 2023. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

Orion Portfolio Solutions held 16,723 shares of Prudential worth $360K as of Q1 2025.
Prudential was a new Orion Portfolio Solutions position in Q1 2025.
Prudential made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1550 holding.
Orion Portfolio Solutions first reported a position in Prudential in Q4 2019 and has held it in 7 quarters since.
Orion Portfolio Solutions's Prudential position peaked at $654K in Q1 2023.
193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.