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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Root Financial Partners's PUK Position: Q1 2026 in Review

Root Financial Partners increased its Prudential (PUK) stake by 0.27% in Q1 2026, buying an estimated $31 and bringing the position to 372 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Root Financial Partners first reported a position in PUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Root Financial Partners held 372 shares of Prudential worth $10.6K as of Q1 2026.
  • Root Financial Partners bought 1 Prudential share in Q1 2026, an estimated $31.
  • Prudential made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1664 holding.
  • Root Financial Partners first reported a position in Prudential in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Prudential position peaked at $11.5K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.