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 Q2	$249K	Buy	+9,302	New	+$272K	0.01%	621
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 $1.89T 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

Rehmann Capital Advisory Group's PUK Position: Q2 2026 in Review

Rehmann Capital Advisory Group opened a new position in Prudential (PUK) in Q2 2026: 9,302 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in PUK as recently as Q4 2025.

Rehmann Capital Advisory Group first reported a position in PUK in Q1 2018 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Rehmann Capital Advisory Group held 9,302 shares of Prudential worth $249K as of Q2 2026.
Prudential was a new Rehmann Capital Advisory Group position in Q2 2026.
Prudential made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #621 holding.
Rehmann Capital Advisory Group first reported a position in Prudential in Q1 2018 and has held it in 9 quarters since.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.