Pinnacle Wealth Planning Services’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248K | Sell |
8,734
-1,444
| -14% | -$44.5K | 0.03% | 401 |
|
|
2025
Q4 | $317K | Buy |
10,178
+251
| +3% | +$7.19K | 0.03% | 305 |
|
|
2025
Q3 | $278K | Sell |
9,927
-596
| -6% | -$15.6K | 0.03% | 345 |
|
|
2025
Q2 | $263K | Sell |
10,523
-6,716
| -39% | -$150K | 0.03% | 338 |
|
|
2025
Q1 | $371K | Buy |
+17,239
| New | +$309K | 0.06% | 218 |
|
|
2024
Q4 | – | Sell |
-18,234
| Closed | -$338K | – | 526 |
|
|
2024
Q3 | $338K | Sell |
18,234
-731
| -4% | -$12.8K | 0.05% | 269 |
|
|
2024
Q2 | $347K | Buy |
18,965
+2,484
| +15% | +$46.8K | 0.05% | 250 |
|
|
2024
Q1 | $318K | Sell |
16,481
-3,503
| -18% | -$72.3K | 0.05% | 283 |
|
|
2023
Q4 | $449K | Buy |
19,984
+645
| +3% | +$14.1K | 0.07% | 190 |
|
|
2023
Q3 | $424K | Buy |
19,339
+1,760
| +10% | +$44.5K | 0.07% | 188 |
|
|
2023
Q2 | $498K | Sell |
17,579
-1,717
| -9% | -$49.2K | 0.08% | 168 |
|
|
2023
Q1 | $528K | Sell |
19,296
-5,389
| -22% | -$162K | 0.09% | 164 |
|
|
2022
Q4 | $678K | Buy |
+24,685
| New | +$564K | 0.12% | 117 |
|
|
2022
Q3 | – | Sell |
-15,264
| Closed | -$383K | – | 436 |
|
|
2022
Q2 | $383K | Buy |
15,264
+6,977
| +84% | +$179K | 0.07% | 193 |
|
|
2022
Q1 | $245K | Sell |
8,287
-4,575
| -36% | -$146K | 0.04% | 321 |
|
|
2021
Q4 | $443K | Buy |
12,862
+2,827
| +28% | +$107K | 0.09% | 179 |
|
|
2021
Q3 | $393K | Buy |
10,035
+888
| +10% | +$34.4K | 0.09% | 187 |
|
|
2021
Q2 | $338K | Buy |
9,147
+53
| +0.6% | +$2.17K | 0.08% | 211 |
|
|
2021
Q1 | $377K | Buy |
9,094
+1,270
| +16% | +$48.4K | 0.1% | 177 |
|
|
2020
Q4 | $281K | Sell |
7,824
-140
| -2% | -$4.3K | 0.07% | 212 |
|
|
2020
Q3 | $221K | Buy |
7,964
+125
| +2% | +$3.74K | 0.07% | 216 |
|
|
2020
Q2 | $231K | Buy |
+7,839
| New | +$207K | 0.08% | 196 |
|
|
2020
Q1 | – | Sell |
-7,041
| Closed | -$260K | – | 262 |
|
|
2019
Q4 | $260K | Sell |
7,041
-1,592
| -18% | -$56.2K | 0.12% | 172 |
|
|
2019
Q3 | $304K | Buy |
8,633
+826
| +11% | +$30.7K | 0.17% | 123 |
|
|
2019
Q2 | $332K | Sell |
7,807
-338
| -4% | -$14.1K | 0.2% | 97 |
|
|
2019
Q1 | $318K | Buy |
8,145
+2,306
| +39% | +$89K | 0.21% | 97 |
|
|
2018
Q4 | $200K | Sell |
5,839
-8,269
| -59% | -$316K | 0.13% | 133 |
|
|
2018
Q3 | $628K | Buy |
14,108
+2,086
| +17% | +$92.3K | 0.57% | 53 |
|
|
2018
Q2 | $533K | Buy |
12,022
+2,068
| +21% | +$101K | 0.52% | 60 |
|
|
2018
Q1 | $494K | Buy |
9,954
+8,305
| +504% | +$420K | 0.51% | 60 |
|
|
2017
Q4 | $81K | Buy |
+1,649
| New | +$78.5K | 0.17% | 102 |
|
Other funds holding PUK
CCM
Pinnacle Wealth Planning Services's PUK Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Prudential (PUK) stake by 14% in Q1 2026, selling an estimated $44.5K and leaving 8,734 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #401.
Pinnacle Wealth Planning Services first reported a position in PUK in Q4 2017 and has held it in 31 quarters since. The position peaked at $678K in Q4 2022. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.
- Pinnacle Wealth Planning Services held 8,734 shares of Prudential worth $248K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 1,444 Prudential shares in Q1 2026, an estimated $44.5K.
- Prudential made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #401 holding.
- Pinnacle Wealth Planning Services first reported a position in Prudential in Q4 2017 and has held it in 31 quarters since.
- Pinnacle Wealth Planning Services's Prudential position peaked at $678K in Q4 2022.
- 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.