PFG
PUK icon

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
Q1 		$219K Buy
+7,690
New +$237K 0.04% 186

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAX Financial Group's PUK Position: Q1 2026 in Review

PAX Financial Group opened a new position in Prudential (PUK) in Q1 2026: 7,690 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings.

260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • PAX Financial Group held 7,690 shares of Prudential worth $219K as of Q1 2026.
  • Prudential was a new PAX Financial Group position in Q1 2026.
  • Prudential made up 0.04% of PAX Financial Group's portfolio in Q1 2026, its #186 holding.
  • 260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.