Private Wealth Asset Management’s Prudential PUK Stock Holding History

Private Wealth Asset Management’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	$1.18K	Hold	44	–	–	﹤0.01%	881
2026 Q1	$1.25K	Hold	44	–	–	﹤0.01%	867
2025 Q4	$1.37K	Hold	44	–	–	﹤0.01%	850
2025 Q3	$1.23K	Hold	44	–	–	﹤0.01%	838
2025 Q2	$1.1K	Hold	44	–	–	﹤0.01%	847
2025 Q1	$946	Buy	+44	New	+$788	﹤0.01%	897

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

Private Wealth Asset Management's PUK Position: Q2 2026 in Review

Private Wealth Asset Management held its Prudential (PUK) position steady in Q2 2026 at 44 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Private Wealth Asset Management first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Private Wealth Asset Management held 44 shares of Prudential worth $1.18K as of Q2 2026.
Private Wealth Asset Management left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #881 holding.
Private Wealth Asset Management first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Prudential position peaked at $1.37K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.