Root Financial Partners
PUK icon

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
Q3 		$14.4K Buy
+581
New +$16.1K ﹤0.01% 1729
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 $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Root Financial Partners's PUK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Prudential (PUK) in Q3 2026: 581 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PUK as recently as Q1 2026.

Root Financial Partners first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Root Financial Partners held 581 shares of Prudential worth $14.4K as of Q3 2026.
  • Prudential was a new Root Financial Partners position in Q3 2026.
  • Prudential made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1729 holding.
  • Root Financial Partners first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.