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Savant Capital’s Prudential PUK Stock Holding History

Savant Capital’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 		$612K Buy
21,524
+3,274
+18% +$101K ﹤0.01% 809
2025
Q4 		$568K Buy
18,250
+940
+5% +$26.9K ﹤0.01% 788
2025
Q3 		$485K Buy
17,310
+1,366
+9% +$35.8K ﹤0.01% 804
2025
Q2 		$399K Buy
+15,944
New +$357K ﹤0.01% 839
2023
Q4 		– Sell
-11,057
Closed -$242K – 867
2023
Q3 		$242K Sell
11,057
-49
-0.4% -$1.24K ﹤0.01% 713
2023
Q2 		$315K Buy
11,106
+84
+0.8% +$2.4K ﹤0.01% 637
2023
Q1 		$301K Buy
11,022
+283
+3% +$8.5K 0.01% 592
2022
Q4 		$295K Buy
10,739
+88
+0.8% +$2.01K 0.01% 467
2022
Q3 		$212K Hold
10,651
– – 0.01% 500
2022
Q2 		$267K Hold
10,651
– – 0.01% 458
2022
Q1 		$315K Hold
10,651
– – 0.01% 442
2021
Q4 		$367K Hold
10,651
– – 0.01% 414
2021
Q3 		$417K Sell
10,651
-330
-3% -$12.8K 0.02% 362
2021
Q2 		$406K Sell
10,981
-20
-0.2% -$819 0.02% 347
2021
Q1 		$456K Buy
11,001
+20
+0.2% +$762 0.02% 299
2020
Q4 		$393K Hold
10,981
– – 0.02% 312
2020
Q3 		$305K Sell
10,981
-62
-0.6% -$1.85K 0.02% 331
2020
Q2 		$325K Buy
11,043
+1,964
+22% +$51.9K 0.02% 314
2020
Q1 		$218K Buy
9,079
+12
+0.1% +$382 0.02% 341
2019
Q4 		$335K Buy
9,067
+62
+0.7% +$2.19K 0.04% 269
2019
Q3 		$318K Hold
9,005
– – 0.04% 253
2019
Q2 		$383K Buy
+9,005
New +$375K 0.05% 227
2018
Q4 		– Sell
-5,048
Closed -$225K – 287
2018
Q3 		$225K Hold
5,048
– – 0.04% 268
2018
Q2 		$224K Hold
5,048
– – 0.05% 259
2018
Q1 		$250K Sell
5,048
-119
-2% -$6.02K 0.05% 242
2017
Q4 		$255K Buy
5,167
+119
+2% +$5.67K 0.05% 246
2017
Q3 		$235K Hold
5,048
– – 0.05% 248
2017
Q2 		$225K Buy
+5,048
New +$218K 0.05% 248

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

Savant Capital's PUK Position: Q1 2026 in Review

Savant Capital increased its Prudential (PUK) stake by 18% in Q1 2026, buying an estimated $101K and bringing the position to 21,524 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Savant Capital first reported a position in PUK in Q2 2017 and has held it in 28 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Savant Capital held 21,524 shares of Prudential worth $612K as of Q1 2026.
  • Savant Capital bought 3,274 Prudential shares in Q1 2026, an estimated $101K.
  • Prudential made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #809 holding.
  • Savant Capital first reported a position in Prudential in Q2 2017 and has held it in 28 quarters since.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.