RIL
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Rothschild Investment LLC’s Prudential PUK Stock Holding History

Rothschild Investment LLC’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 		$31.5K Buy
1,177
+77
+7% +$2.25K ﹤0.01% 1384
2026
Q1 		$31.3K Buy
1,100
+36
+3% +$1.11K ﹤0.01% 1260
2025
Q4 		$33.1K Buy
1,064
+20
+2% +$573 ﹤0.01% 1150
2025
Q3 		$29.2K Buy
1,044
+31
+3% +$812 ﹤0.01% 1142
2025
Q2 		$25.3K Buy
1,013
+88
+10% +$1.97K ﹤0.01% 967
2025
Q1 		$19.9K Sell
925
-140
-13% -$2.51K ﹤0.01% 1006
2024
Q4 		$17K Buy
1,065
+120
+13% +$2.01K ﹤0.01% 1039
2024
Q3 		$17.5K Sell
945
-361
-28% -$6.3K ﹤0.01% 1025
2024
Q2 		$23.9K Buy
1,306
+1,147
+721% +$21.6K ﹤0.01% 930
2024
Q1 		$3.06K Sell
159
-64
-29% -$1.32K ﹤0.01% 1178
2023
Q4 		$5.01K Buy
+223
New +$4.89K ﹤0.01% 1080

Other funds holding PUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's PUK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Prudential (PUK) stake by 7% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,177 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Rothschild Investment LLC first reported a position in PUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.1K in Q4 2025. 130 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Rothschild Investment LLC held 1,177 shares of Prudential worth $31.5K as of Q2 2026.
  • Rothschild Investment LLC bought 77 Prudential shares in Q2 2026, an estimated $2.25K.
  • Prudential made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1384 holding.
  • Rothschild Investment LLC first reported a position in Prudential in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Prudential position peaked at $33.1K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.