Smartleaf Asset Management’s Prudential PUK Stock Holding History

Smartleaf Asset Management’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	$349K	Hold	13,103	–	–	0.01%	647
2026 Q1	$359K	Sell	13,103 -680	-5%	-$20.9K	0.01%	616
2025 Q4	$432K	Buy	13,783 +4,118	+43%	+$118K	0.02%	567
2025 Q3	$272K	Buy	9,665 +5,391	+126%	+$141K	0.02%	628
2025 Q2	$108K	Buy	4,274 +1,711	+67%	+$38.3K	0.01%	839
2025 Q1	$54.9K	Buy	2,563 +707	+38%	+$12.7K	0.01%	1096
2024 Q4	$29.4K	Buy	1,856 +1,497	+417%	+$25.1K	﹤0.01%	1442
2024 Q3	$6.66K	Buy	359 +258	+255%	+$4.5K	﹤0.01%	1990
2024 Q2	$1.86K	Buy	101 +64	+173%	+$1.21K	﹤0.01%	2253
2024 Q1	$714	Buy	+37	New	+$764	﹤0.01%	1687

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

Smartleaf Asset Management's PUK Position: Q2 2026 in Review

Smartleaf Asset Management held its Prudential (PUK) position steady in Q2 2026 at 13,103 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #647.

Smartleaf Asset Management first reported a position in PUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $432K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Smartleaf Asset Management held 13,103 shares of Prudential worth $349K as of Q2 2026.
Smartleaf Asset Management left its Prudential share count unchanged in Q2 2026.
Prudential made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #647 holding.
Smartleaf Asset Management first reported a position in Prudential in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Prudential position peaked at $432K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.