Reflection Asset Management’s Prudential PUK Stock Holding History

Reflection 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 Q1	–	Sell	-228	Closed	-$7.34K	–	386
2025 Q4	$7.34K	Buy	+228	New	+$6.53K	0.01%	467

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reflection Asset Management's PUK Position: Q1 2026 in Review

Reflection Asset Management sold out of Prudential (PUK) in Q1 2026, closing a stake of 228 shares — an estimated $7.34K sold.

Reflection Asset Management first reported a position in PUK in Q4 2025 and held it in 1 quarter. The position peaked at $7.34K in Q4 2025. 261 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Reflection Asset Management reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Reflection Asset Management sold 228 Prudential shares in Q1 2026, an estimated $7.34K.
Reflection Asset Management first reported a position in Prudential in Q4 2025 and held it in 1 quarter.
Reflection Asset Management's Prudential position peaked at $7.34K in Q4 2025.
261 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.