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Rossby Financial’s Prudential PUK Stock Holding History

Rossby Financial’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 		$93.9K Sell
3,504
-160
-4% -$4.67K 0.02% 550
2026
Q1 		$107K Buy
+3,664
New +$113K 0.02% 524

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

Rossby Financial's PUK Position: Q2 2026 in Review

Rossby Financial reduced its Prudential (PUK) stake by 4.4% in Q2 2026, selling an estimated $4.67K and leaving 3,504 shares worth $93.9K. The position accounts for 0.02% of the portfolio, ranked #550.

Rossby Financial first reported a position in PUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $107K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Rossby Financial held 3,504 shares of Prudential worth $93.9K as of Q2 2026.
  • Rossby Financial sold 160 Prudential shares in Q2 2026, an estimated $4.67K.
  • Prudential made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #550 holding.
  • Rossby Financial first reported a position in Prudential in Q1 2026 and has held it in 2 quarters since.
  • Rossby Financial's Prudential position peaked at $107K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.