Rehmann Capital Advisory Group’s Prudential PUK Stock Holding History

Rehmann Capital Advisory Group’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	-7,234	Closed	-$225K	–	700
2025 Q4	$225K	Buy	+7,234	New	+$207K	0.01%	611
2019 Q3	$59.4K	Buy	1,684 +1,020	+154%	+$37.9K	0.01%	576
2019 Q2	$28.2K	Buy	664 +189	+40%	+$7.87K	﹤0.01%	1039
2019 Q1	$18.5K	Buy	475 +227	+92%	+$8.77K	﹤0.01%	1145
2018 Q4	$8.52K	Hold	248	–	–	﹤0.01%	1102
2018 Q3	$11.1K	Hold	248	–	–	﹤0.01%	1326
2018 Q2	$11K	Hold	248	–	–	﹤0.01%	1310
2018 Q1	$12K	Buy	+248	New	+$12.5K	﹤0.01%	1247

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rehmann Capital Advisory Group's PUK Position: Q1 2026 in Review

Rehmann Capital Advisory Group sold out of Prudential (PUK) in Q1 2026, closing a stake of 7,234 shares — an estimated $225K sold.

Rehmann Capital Advisory Group first reported a position in PUK in Q1 2018 and held it in 8 quarters. The position peaked at $225K in Q4 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Rehmann Capital Advisory Group reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Rehmann Capital Advisory Group sold 7,234 Prudential shares in Q1 2026, an estimated $225K.
Rehmann Capital Advisory Group first reported a position in Prudential in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's Prudential position peaked at $225K in Q4 2025.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.