Sequoia Financial Advisors’s Prudential PUK Stock Holding History

Sequoia Financial Advisors’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	$347K	Sell	12,934 -6,506	-33%	-$190K	﹤0.01%	1569
2026 Q1	$553K	Buy	19,440 +6,124	+46%	+$189K	﹤0.01%	1221
2025 Q4	$414K	Buy	13,316 +63	+0.5%	+$1.81K	﹤0.01%	1383
2025 Q3	$371K	Buy	13,253 +5,084	+62%	+$133K	﹤0.01%	1279
2025 Q2	$204K	Buy	+8,169	New	+$183K	﹤0.01%	1475
2023 Q4	–	Sell	-9,243	Closed	-$203K	–	1233
2023 Q3	$203K	Sell	9,243 -1,507	-14%	-$38.1K	﹤0.01%	862
2023 Q2	$304K	Buy	10,750 +617	+6%	+$17.7K	0.01%	696
2023 Q1	$277K	Buy	10,133 +259	+3%	+$7.78K	0.01%	659
2022 Q4	$271K	Buy	+9,874	New	+$226K	0.01%	618

Other funds holding PUK

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Sequoia Financial Advisors's PUK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Prudential (PUK) stake by 33% in Q2 2026, selling an estimated $190K and leaving 12,934 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Sequoia Financial Advisors first reported a position in PUK in Q4 2022 and has held it in 9 quarters since. The position peaked at $553K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Sequoia Financial Advisors held 12,934 shares of Prudential worth $347K as of Q2 2026.
Sequoia Financial Advisors sold 6,506 Prudential shares in Q2 2026, an estimated $190K.
Prudential made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1569 holding.
Sequoia Financial Advisors first reported a position in Prudential in Q4 2022 and has held it in 9 quarters since.
Sequoia Financial Advisors's Prudential position peaked at $553K in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.