Raymond James Financial
PUK icon

Raymond James Financial’s Prudential PUK Stock Holding History

Raymond James Financial’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
Q1 		$3.99M Sell
140,218
-30,477
-18% -$939K ﹤0.01% 2777
2025
Q4 		$5.31M Sell
170,695
-6,428
-4% -$184K ﹤0.01% 2465
2025
Q3 		$4.96M Buy
177,123
+64,998
+58% +$1.7M ﹤0.01% 2456
2025
Q2 		$2.81M Buy
112,125
+3,952
+4% +$88.4K ﹤0.01% 2808
2025
Q1 		$2.33M Buy
108,173
+23,159
+27% +$414K ﹤0.01% 2880
2024
Q4 		$1.36M Buy
+85,014
New +$1.42M ﹤0.01% 3245

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's PUK Position: Q1 2026 in Review

Raymond James Financial reduced its Prudential (PUK) stake by 18% in Q1 2026, selling an estimated $939K and leaving 140,218 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Raymond James Financial first reported a position in PUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.31M in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Raymond James Financial held 140,218 shares of Prudential worth $3.99M as of Q1 2026.
  • Raymond James Financial sold 30,477 Prudential shares in Q1 2026, an estimated $939K.
  • Prudential made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2777 holding.
  • Raymond James Financial first reported a position in Prudential in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Prudential position peaked at $5.31M in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.