Stifel Financial’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $326K | Sell |
11,465
-535
| -4% | -$16.5K | ﹤0.01% | 3132 |
|
|
2025
Q4 | $373K | Buy |
12,000
+3,140
| +35% | +$90K | ﹤0.01% | 3021 |
|
|
2025
Q3 | $248K | Buy |
8,860
+606
| +7% | +$15.9K | ﹤0.01% | 3234 |
|
|
2025
Q2 | $207K | Buy |
+8,254
| New | +$185K | ﹤0.01% | 3250 |
|
|
2024
Q4 | – | Sell |
-28,555
| Closed | -$529K | – | 3467 |
|
|
2024
Q3 | $529K | Sell |
28,555
-136
| -0.5% | -$2.37K | ﹤0.01% | 2644 |
|
|
2024
Q2 | $526K | Sell |
28,691
-1,005
| -3% | -$18.9K | ﹤0.01% | 2593 |
|
|
2024
Q1 | $572K | Sell |
29,696
-5,600
| -16% | -$116K | ﹤0.01% | 2531 |
|
|
2023
Q4 | $792K | Sell |
35,296
-1,863
| -5% | -$40.8K | ﹤0.01% | 2286 |
|
|
2023
Q3 | $815K | Sell |
37,159
-1,413
| -4% | -$35.7K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $1.09M | Buy |
38,572
+4,687
| +14% | +$134K | ﹤0.01% | 2034 |
|
|
2023
Q1 | $926K | Sell |
33,885
-4,666
| -12% | -$140K | ﹤0.01% | 2108 |
|
|
2022
Q4 | $1.06M | Buy |
38,551
+2,505
| +7% | +$57.2K | ﹤0.01% | 1960 |
|
|
2022
Q3 | $718K | Buy |
36,046
+17,909
| +99% | +$410K | ﹤0.01% | 2196 |
|
|
2022
Q2 | $455K | Sell |
18,137
-4,956
| -21% | -$127K | ﹤0.01% | 2514 |
|
|
2022
Q1 | $683K | Buy |
23,093
+4,517
| +24% | +$144K | ﹤0.01% | 2386 |
|
|
2021
Q4 | $639K | Sell |
18,576
-3,238
| -15% | -$123K | ﹤0.01% | 2449 |
|
|
2021
Q3 | $854K | Buy |
21,814
+8,459
| +63% | +$327K | ﹤0.01% | 2223 |
|
|
2021
Q2 | $494K | Buy |
13,355
+1,251
| +10% | +$51.2K | ﹤0.01% | 2587 |
|
|
2021
Q1 | $501K | Buy |
12,104
+5,008
| +71% | +$191K | ﹤0.01% | 2489 |
|
|
2020
Q4 | $254K | Buy |
+7,096
| New | +$218K | ﹤0.01% | 2689 |
|
|
2020
Q3 | – | Sell |
-6,802
| Closed | -$201K | – | 2968 |
|
|
2020
Q2 | $201K | Sell |
6,802
-28,968
| -81% | -$766K | ﹤0.01% | 2586 |
|
|
2020
Q1 | $856K | Buy |
35,770
+895
| +3% | +$28.5K | ﹤0.01% | 1526 |
|
|
2019
Q4 | $1.29M | Buy |
34,875
+17,348
| +99% | +$612K | ﹤0.01% | 1640 |
|
|
2019
Q3 | $613K | Buy |
17,527
+2,986
| +21% | +$111K | ﹤0.01% | 2052 |
|
|
2019
Q2 | $610K | Sell |
14,541
-19
| -0.1% | -$791 | ﹤0.01% | 2107 |
|
|
2019
Q1 | $567K | Sell |
14,560
-6,237
| -30% | -$241K | ﹤0.01% | 1991 |
|
|
2018
Q4 | $709K | Buy |
20,797
+1,082
| +5% | +$41.4K | ﹤0.01% | 1746 |
|
|
2018
Q3 | $900K | Buy |
19,715
+1,609
| +9% | +$71.2K | ﹤0.01% | 1746 |
|
|
2018
Q2 | $823K | Buy |
18,106
+577
| +3% | +$28.2K | ﹤0.01% | 1753 |
|
|
2018
Q1 | $874K | Sell |
17,529
-2,731
| -13% | -$138K | ﹤0.01% | 1668 |
|
|
2017
Q4 | $1.01M | Buy |
20,260
+2,653
| +15% | +$126K | ﹤0.01% | 1524 |
|
|
2017
Q3 | $830K | Sell |
17,607
-9,926
| -36% | -$453K | ﹤0.01% | 1592 |
|
|
2017
Q2 | $1.23M | Buy |
27,533
+2,122
| +8% | +$91.7K | ﹤0.01% | 1364 |
|
|
2017
Q1 | $1.04M | Sell |
25,411
-169
| -0.7% | -$6.64K | ﹤0.01% | 1433 |
|
|
2016
Q4 | $985K | Sell |
25,580
-2,114
| -8% | -$75.9K | ﹤0.01% | 1404 |
|
|
2016
Q3 | $942K | Sell |
27,694
-1,102
| -4% | -$38K | ﹤0.01% | 1373 |
|
|
2016
Q2 | $951K | Buy |
28,796
+14,859
| +107% | +$547K | ﹤0.01% | 1369 |
|
|
2016
Q1 | $503K | Sell |
13,937
-33,449
| -71% | -$1.21M | ﹤0.01% | 1575 |
|
|
2015
Q4 | $2.07M | Buy |
47,386
+420
| +0.9% | +$18.7K | 0.01% | 954 |
|
|
2015
Q3 | $1.92M | Buy |
46,966
+2,770
| +6% | +$123K | 0.01% | 931 |
|
|
2015
Q2 | $2.07M | Buy |
44,196
+10,742
| +32% | +$522K | 0.01% | 977 |
|
|
2015
Q1 | $1.62M | Buy |
33,454
+4,096
| +14% | +$195K | 0.01% | 1039 |
|
|
2014
Q4 | $1.31M | Buy |
29,358
+3,193
| +12% | +$142K | 0.01% | 1129 |
|
|
2014
Q3 | $1.13M | Buy |
26,165
+21,035
| +410% | +$955K | 0.01% | 1052 |
|
|
2014
Q2 | $228K | Buy |
+5,130
| New | +$227K | ﹤0.01% | 1934 |
|
Other funds holding PUK
CCM
Stifel Financial's PUK Position: Q1 2026 in Review
Stifel Financial reduced its Prudential (PUK) stake by 4.5% in Q1 2026, selling an estimated $16.5K and leaving 11,465 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #3132.
Stifel Financial first reported a position in PUK in Q2 2014 and has held it in 45 quarters since. The position peaked at $2.07M in Q2 2015. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.
- Stifel Financial held 11,465 shares of Prudential worth $326K as of Q1 2026.
- Stifel Financial sold 535 Prudential shares in Q1 2026, an estimated $16.5K.
- Prudential made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3132 holding.
- Stifel Financial first reported a position in Prudential in Q2 2014 and has held it in 45 quarters since.
- Stifel Financial's Prudential position peaked at $2.07M in Q2 2015.
- 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.