Steward Partners Investment Advisory’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $89.5K | Buy |
3,338
+2,792
| +511% | +$81.5K | ﹤0.01% | 2639 |
|
|
2026
Q1 | $15.5K | Buy |
546
+66
| +14% | +$2.03K | ﹤0.01% | 3355 |
|
|
2025
Q4 | $14.9K | Hold |
480
| – | – | ﹤0.01% | 3261 |
|
|
2025
Q3 | $13.4K | Buy |
480
+7
| +1% | +$183 | ﹤0.01% | 3271 |
|
|
2025
Q2 | $11.8K | Hold |
473
| – | – | ﹤0.01% | 3137 |
|
|
2025
Q1 | $10.2K | Sell |
473
-41
| -8% | -$734 | ﹤0.01% | 3090 |
|
|
2024
Q4 | $8.19K | Sell |
514
-47
| -8% | -$788 | ﹤0.01% | 3181 |
|
|
2024
Q3 | $10.4K | Buy |
561
+41
| +8% | +$716 | ﹤0.01% | 2935 |
|
|
2024
Q2 | $9.53K | Sell |
520
-56
| -10% | -$1.06K | ﹤0.01% | 2836 |
|
|
2024
Q1 | $11.1K | Buy |
576
+103
| +22% | +$2.13K | ﹤0.01% | 2767 |
|
|
2023
Q4 | $10.6K | Hold |
473
| – | – | ﹤0.01% | 2681 |
|
|
2023
Q3 | $10.4K | Hold |
473
| – | – | ﹤0.01% | 2585 |
|
|
2023
Q2 | $13.4K | Hold |
473
| – | – | ﹤0.01% | 2471 |
|
|
2023
Q1 | $12.9K | Hold |
473
| – | – | ﹤0.01% | 2444 |
|
|
2022
Q4 | $13K | Hold |
473
| – | – | ﹤0.01% | 2448 |
|
|
2022
Q3 | $9K | Hold |
473
| – | – | ﹤0.01% | 2584 |
|
|
2022
Q2 | $12K | Hold |
473
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q1 | $14K | Hold |
473
| – | – | ﹤0.01% | 2528 |
|
|
2021
Q4 | $16K | Hold |
473
| – | – | ﹤0.01% | 2416 |
|
|
2021
Q3 | $19K | Sell |
473
-15
| -3% | -$580 | ﹤0.01% | 2353 |
|
|
2021
Q2 | $18K | Hold |
488
| – | – | ﹤0.01% | 5250 |
|
|
2021
Q1 | $20.2K | Hold |
488
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q4 | $17K | Sell |
488
-28
| -5% | -$859 | ﹤0.01% | 2117 |
|
|
2020
Q3 | $14K | Buy |
516
+8
| +2% | +$239 | ﹤0.01% | 2019 |
|
|
2020
Q2 | $15K | Sell |
508
-148
| -23% | -$3.91K | ﹤0.01% | 1877 |
|
|
2020
Q1 | $15K | Sell |
656
-231
| -26% | -$7.36K | ﹤0.01% | 1716 |
|
|
2019
Q4 | $32K | Buy |
887
+168
| +23% | +$5.93K | ﹤0.01% | 1589 |
|
|
2019
Q3 | $25K | Buy |
719
+231
| +47% | +$8.59K | ﹤0.01% | 1649 |
|
|
2019
Q2 | $20K | Buy |
+488
| New | +$20.3K | ﹤0.01% | 1712 |
|
|
2018
Q4 | – | Sell |
-488
| Closed | -$22K | – | 1803 |
|
|
2018
Q3 | $22K | Sell |
488
-183
| -27% | -$8.09K | ﹤0.01% | 1518 |
|
|
2018
Q2 | $30K | Hold |
671
| – | – | ﹤0.01% | 1297 |
|
|
2018
Q1 | $33K | Hold |
671
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q4 | $33K | Hold |
671
| – | – | ﹤0.01% | 965 |
|
|
2017
Q3 | $31K | Hold |
671
| – | – | ﹤0.01% | 822 |
|
|
2017
Q2 | $29K | Sell |
671
-81
| -11% | -$3.5K | ﹤0.01% | 777 |
|
|
2017
Q1 | $30K | Buy |
752
+53
| +8% | +$2.08K | ﹤0.01% | 660 |
|
|
2016
Q4 | $26K | Buy |
+699
| New | +$25.1K | 0.01% | 416 |
|
Other funds holding PUK
CCM
Steward Partners Investment Advisory's PUK Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Prudential (PUK) stake by 511% in Q2 2026, buying an estimated $81.5K and bringing the position to 3,338 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.
Steward Partners Investment Advisory first reported a position in PUK in Q4 2016 and has held it in 37 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.
- Steward Partners Investment Advisory held 3,338 shares of Prudential worth $89.5K as of Q2 2026.
- Steward Partners Investment Advisory bought 2,792 Prudential shares in Q2 2026, an estimated $81.5K.
- Prudential made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2639 holding.
- Steward Partners Investment Advisory first reported a position in Prudential in Q4 2016 and has held it in 37 quarters since.
- 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.