Stephens Consulting’s Prudential PUK Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-66	Closed	-$1.65K	–	972
2025 Q2	$1.65K	Buy	+66	New	+$1.48K	﹤0.01%	537

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stephens Consulting's PUK Position: Q3 2025 in Review

Stephens Consulting sold out of Prudential (PUK) in Q3 2025, closing a stake of 66 shares — an estimated $1.65K sold.

Stephens Consulting first reported a position in PUK in Q2 2025 and held it in 1 quarter. The position peaked at $1.65K in Q2 2025. 224 funds tracked by Wall St. Rank hold PUK as of Q3 2025.

Stephens Consulting reported no remaining Prudential position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 66 Prudential shares in Q3 2025, an estimated $1.65K.
Stephens Consulting first reported a position in Prudential in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Prudential position peaked at $1.65K in Q2 2025.
224 funds tracked by Wall St. Rank held Prudential as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.