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
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Principia Wealth Advisory's PUK Position: Q4 2025 in Review

Principia Wealth Advisory held its Prudential (PUK) position steady in Q4 2025 at 78 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Principia Wealth Advisory first reported a position in PUK in Q2 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Principia Wealth Advisory held 78 shares of Prudential worth $2.43K as of Q4 2025.
Principia Wealth Advisory left its Prudential share count unchanged in Q4 2025.
Prudential made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #411 holding.
Principia Wealth Advisory first reported a position in Prudential in Q2 2025 and has held it in 3 quarters since.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.