SOA Wealth Advisors’s Prudential PUK Stock Holding History

SOA Wealth 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	$11.8K	Buy	+11,792	New	+$344K	﹤0.01%	593

Other funds holding PUK

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

SOA Wealth Advisors's PUK Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Prudential (PUK) in Q2 2026: 11,792 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

45 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

SOA Wealth Advisors held 11,792 shares of Prudential worth $11.8K as of Q2 2026.
Prudential was a new SOA Wealth Advisors position in Q2 2026.
Prudential made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #593 holding.
45 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.