QRG Capital Management’s Prudential PUK Stock Holding History

QRG Capital 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	$4.12M	Sell	153,633 -38,570	-20%	-$1.13M	0.03%	340
2026 Q1	$5.46M	Buy	192,203 +61,908	+48%	+$1.91M	0.06%	265
2025 Q4	$4.05M	Buy	130,295 +118,829	+1,036%	+$3.41M	0.05%	285
2025 Q3	$321K	Buy	11,466 +1,079	+10%	+$28.3K	﹤0.01%	860
2025 Q2	$260K	Sell	10,387 -6,756	-39%	-$151K	﹤0.01%	1006
2025 Q1	$369K	Buy	+17,143	New	+$307K	﹤0.01%	861
2024 Q3	–	Sell	-11,175	Closed	-$205K	–	1111
2024 Q2	$205K	Sell	11,175 -1,238	-10%	-$23.3K	﹤0.01%	980
2024 Q1	$239K	Sell	12,413 -5,908	-32%	-$122K	﹤0.01%	967
2023 Q4	$411K	Sell	18,321 -2,289	-11%	-$50.2K	0.01%	782
2023 Q3	$452K	Buy	+20,610	New	+$521K	0.01%	694

Other funds holding PUK

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

QRG Capital Management's PUK Position: Q2 2026 in Review

QRG Capital Management reduced its Prudential (PUK) stake by 20% in Q2 2026, selling an estimated $1.13M and leaving 153,633 shares worth $4.12M. The position accounts for 0.03% of the portfolio, ranked #340.

QRG Capital Management first reported a position in PUK in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.46M in Q1 2026. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

QRG Capital Management held 153,633 shares of Prudential worth $4.12M as of Q2 2026.
QRG Capital Management sold 38,570 Prudential shares in Q2 2026, an estimated $1.13M.
Prudential made up 0.03% of QRG Capital Management's portfolio in Q2 2026, its #340 holding.
QRG Capital Management first reported a position in Prudential in Q3 2023 and has held it in 10 quarters since.
QRG Capital Management's Prudential position peaked at $5.46M in Q1 2026.
34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.