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Stratos Wealth Partners’s Prudential PUK Stock Holding History

Stratos Wealth Partners’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
Q1 		$917K Buy
32,265
+4,176
+15% +$129K 0.01% 826
2025
Q4 		$874K Buy
28,089
+11,360
+68% +$326K 0.01% 822
2025
Q3 		$468K Buy
+16,729
New +$438K 0.01% 1044
2018
Q4 		– Sell
-2,340
Closed -$104K – 2089
2018
Q3 		$104K Buy
+2,340
New +$103K ﹤0.01% 1109
2018
Q2 		– Sell
-2,518
Closed -$125K – 2182
2018
Q1 		$125K Sell
2,518
-40
-2% -$2.02K 0.01% 1079
2017
Q4 		$126K Buy
+2,558
New +$122K 0.01% 1063

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Partners's PUK Position: Q1 2026 in Review

Stratos Wealth Partners increased its Prudential (PUK) stake by 15% in Q1 2026, buying an estimated $129K and bringing the position to 32,265 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #826.

Stratos Wealth Partners first reported a position in PUK in Q4 2017 and has held it in 6 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Stratos Wealth Partners held 32,265 shares of Prudential worth $917K as of Q1 2026.
  • Stratos Wealth Partners bought 4,176 Prudential shares in Q1 2026, an estimated $129K.
  • Prudential made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #826 holding.
  • Stratos Wealth Partners first reported a position in Prudential in Q4 2017 and has held it in 6 quarters since.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.