Principia Wealth Advisory’s Prudential PUK Stock Holding History

Principia Wealth Advisory’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	$2.17K	Sell	81 -6	-7%	-$175	﹤0.01%	565
2026 Q1	$2.47K	Buy	87 +9	+12%	+$277	﹤0.01%	456
2025 Q4	$2.43K	Hold	78	–	–	﹤0.01%	411
2025 Q3	$2.18K	Buy	78 +48	+160%	+$1.26K	﹤0.01%	421
2025 Q2	$751	Buy	+30	New	+$671	﹤0.01%	645

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

Principia Wealth Advisory's PUK Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Prudential (PUK) stake by 6.9% in Q2 2026, selling an estimated $175 and leaving 81 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Principia Wealth Advisory first reported a position in PUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.47K in Q1 2026. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Principia Wealth Advisory held 81 shares of Prudential worth $2.17K as of Q2 2026.
Principia Wealth Advisory sold 6 Prudential shares in Q2 2026, an estimated $175.
Prudential made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #565 holding.
Principia Wealth Advisory first reported a position in Prudential in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Prudential position peaked at $2.47K in Q1 2026.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.