Plante Moran Financial Advisors’s Prudential PUK Stock Holding History

Plante Moran Financial Advisors’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	$241	Buy	+9	New	+$263	﹤0.01%	1388
2018 Q3	–	Sell	-966	Closed	-$43K	–	832
2018 Q2	$43K	Buy	966 +378	+64%	+$18.5K	0.02%	361
2018 Q1	$29K	Buy	588 +34	+6%	+$1.72K	0.02%	441
2017 Q4	$27K	Buy	554 +526	+1,879%	+$25K	0.02%	457
2017 Q3	$1K	Sell	28 -2	-7%	-$91	﹤0.01%	781
2017 Q2	$1K	Sell	30 -578	-95%	-$25K	﹤0.01%	797
2017 Q1	$25K	Buy	608 +469	+337%	+$18.4K	0.02%	441
2016 Q4	$5K	Buy	+139	New	+$4.99K	﹤0.01%	723

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

Plante Moran Financial Advisors's PUK Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Prudential (PUK) in Q2 2026: 9 shares worth $241. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PUK as recently as Q2 2018.

Plante Moran Financial Advisors first reported a position in PUK in Q4 2016 and has held it in 8 quarters since. The position peaked at $43K in Q2 2018. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Plante Moran Financial Advisors held 9 shares of Prudential worth $241 as of Q2 2026.
Prudential was a new Plante Moran Financial Advisors position in Q2 2026.
Prudential made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1388 holding.
Plante Moran Financial Advisors first reported a position in Prudential in Q4 2016 and has held it in 8 quarters since.
Plante Moran Financial Advisors's Prudential position peaked at $43K in Q2 2018.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.