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PUK icon

PDS Planning’s Prudential PUK Stock Holding History

PDS Planning’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 		$219K Sell
8,155
-1,396
-15% -$40.8K 0.01% 543
2026
Q1 		$272K Buy
9,551
+436
+5% +$13.4K 0.02% 422
2025
Q4 		$284K Buy
9,115
+650
+8% +$18.6K 0.02% 400
2025
Q3 		$237K Buy
8,465
+24
+0.3% +$628 0.02% 444
2025
Q2 		$211K Buy
+8,441
New +$189K 0.02% 469

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PDS Planning's PUK Position: Q2 2026 in Review

PDS Planning reduced its Prudential (PUK) stake by 15% in Q2 2026, selling an estimated $40.8K and leaving 8,155 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #543.

PDS Planning first reported a position in PUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • PDS Planning held 8,155 shares of Prudential worth $219K as of Q2 2026.
  • PDS Planning sold 1,396 Prudential shares in Q2 2026, an estimated $40.8K.
  • Prudential made up 0.01% of PDS Planning's portfolio in Q2 2026, its #543 holding.
  • PDS Planning first reported a position in Prudential in Q2 2025 and has held it in 5 quarters since.
  • PDS Planning's Prudential position peaked at $284K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.