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
2026 Q1	–	Sell	-290	Closed	-$9.03K	–	1966
2025 Q4	$9.03K	Buy	+290	New	+$8.31K	﹤0.01%	1753

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's PUK Position: Q1 2026 in Review

SageView Advisory Group sold out of Prudential (PUK) in Q1 2026, closing a stake of 290 shares — an estimated $9.03K sold.

SageView Advisory Group first reported a position in PUK in Q4 2025 and held it in 1 quarter. The position peaked at $9.03K in Q4 2025. 261 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

SageView Advisory Group reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 290 Prudential shares in Q1 2026, an estimated $9.03K.
SageView Advisory Group first reported a position in Prudential in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Prudential position peaked at $9.03K in Q4 2025.
261 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.