PS
PUK icon

Planning Strategies’s Prudential PUK Stock Holding History

Planning Strategies’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
Q3 		$767 Buy
+31
New +$860 ﹤0.01% 854

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Planning Strategies's PUK Position: Q3 2026 in Review

Planning Strategies opened a new position in Prudential (PUK) in Q3 2026: 31 shares worth $767. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

14 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Planning Strategies held 31 shares of Prudential worth $767 as of Q3 2026.
  • Prudential was a new Planning Strategies position in Q3 2026.
  • Prudential made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #854 holding.
  • 14 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.