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 Q2	$1.12M	Buy	41,869 +9,604	+30%	+$280K	0.01%	802
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stratos Wealth Partners's PUK Position: Q2 2026 in Review

Stratos Wealth Partners increased its Prudential (PUK) stake by 30% in Q2 2026, buying an estimated $280K and bringing the position to 41,869 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #802.

Stratos Wealth Partners first reported a position in PUK in Q4 2017 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Stratos Wealth Partners held 41,869 shares of Prudential worth $1.12M as of Q2 2026.
Stratos Wealth Partners bought 9,604 Prudential shares in Q2 2026, an estimated $280K.
Prudential made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #802 holding.
Stratos Wealth Partners first reported a position in Prudential in Q4 2017 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.