Rise Advisors’s Prudential PUK Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-1	Closed	-$37	–	1115
2025 Q3	$37	Hold	1	–	–	﹤0.01%	1504
2025 Q2	$33	Hold	1	–	–	﹤0.01%	1519
2025 Q1	$28	Sell	1 -716	-100%	-$12.8K	﹤0.01%	1480
2024 Q4	$11.4K	Buy	717 +5	+0.7%	+$84	0.01%	943
2024 Q3	$13.2K	Hold	712	–	–	0.01%	931
2024 Q2	$13K	Buy	712 +10	+1%	+$189	0.01%	897
2024 Q1	$13.5K	Buy	+702	New	+$14.5K	0.01%	929

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Rise Advisors's PUK Position: Q4 2025 in Review

Rise Advisors sold out of Prudential (PUK) in Q4 2025, closing a stake of 1 share — an estimated $37 sold.

Rise Advisors first reported a position in PUK in Q1 2024 and held it in 7 quarters. The position peaked at $13.5K in Q1 2024. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Rise Advisors reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1 Prudential share in Q4 2025, an estimated $37.
Rise Advisors first reported a position in Prudential in Q1 2024 and held it in 7 quarters.
Rise Advisors's Prudential position peaked at $13.5K in Q1 2024.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.