RFP
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Root Financial Partners’s Prudential PUK Stock Holding History

Root Financial Partners’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 		– Sell
-372
Closed -$10.6K – 2488
2026
Q1 		$10.6K Buy
372
+1
+0.3% +$31 ﹤0.01% 1664
2025
Q4 		$11.5K Buy
371
+88
+31% +$2.52K ﹤0.01% 1439
2025
Q3 		$7.92K Buy
+283
New +$7.41K ﹤0.01% 1547

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Root Financial Partners's PUK Position: Q2 2026 in Review

Root Financial Partners sold out of Prudential (PUK) in Q2 2026, closing a stake of 372 shares — an estimated $10.6K sold.

Root Financial Partners first reported a position in PUK in Q3 2025 and held it in 3 quarters. The position peaked at $11.5K in Q4 2025. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Root Financial Partners reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 372 Prudential shares in Q2 2026, an estimated $10.6K.
  • Root Financial Partners first reported a position in Prudential in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Prudential position peaked at $11.5K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.