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Strategic Investment Advisors’s Prudential PUK Stock Holding History

Strategic Investment 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 		$137K Sell
5,101
-728
-12% -$21.3K 0.01% 355
2026
Q1 		$166K Buy
+5,829
New +$180K 0.01% 328

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Strategic Investment Advisors's PUK Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Prudential (PUK) stake by 12% in Q2 2026, selling an estimated $21.3K and leaving 5,101 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #355.

Strategic Investment Advisors first reported a position in PUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $166K in Q1 2026. 280 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Strategic Investment Advisors held 5,101 shares of Prudential worth $137K as of Q2 2026.
  • Strategic Investment Advisors sold 728 Prudential shares in Q2 2026, an estimated $21.3K.
  • Prudential made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #355 holding.
  • Strategic Investment Advisors first reported a position in Prudential in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Prudential position peaked at $166K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.