SageView Advisory Group’s Prudential PUK Stock Holding History

SageView Advisory Group’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
2025 Q4	$9.03K	Buy	+290	New	+$8.31K	﹤0.01%	1753

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

SageView Advisory Group's PUK Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Prudential (PUK) in Q4 2025: 290 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings.

251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

SageView Advisory Group held 290 shares of Prudential worth $9.03K as of Q4 2025.
Prudential was a new SageView Advisory Group position in Q4 2025.
Prudential made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1753 holding.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.