PAX Financial Group’s Prudential PUK Stock Holding History

PAX Financial 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	–	Sell	-7,690	Closed	-$219K	–	218
2026 Q1	$219K	Buy	+7,690	New	+$237K	0.04%	186

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

PAX Financial Group's PUK Position: Q2 2026 in Review

PAX Financial Group sold out of Prudential (PUK) in Q2 2026, closing a stake of 7,690 shares — an estimated $219K sold.

PAX Financial Group first reported a position in PUK in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

PAX Financial Group reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
PAX Financial Group sold 7,690 Prudential shares in Q2 2026, an estimated $219K.
PAX Financial Group first reported a position in Prudential in Q1 2026 and held it in 1 quarter.
PAX Financial Group's Prudential position peaked at $219K in Q1 2026.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.