StrongBox Wealth
PUK icon

StrongBox Wealth’s Prudential PUK Stock Holding History

StrongBox Wealth’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
Q3 		$173 Buy
+7
New +$194 ﹤0.01% 328

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

StrongBox Wealth's PUK Position: Q3 2026 in Review

StrongBox Wealth opened a new position in Prudential (PUK) in Q3 2026: 7 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings.

118 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • StrongBox Wealth held 7 shares of Prudential worth $173 as of Q3 2026.
  • Prudential was a new StrongBox Wealth position in Q3 2026.
  • Prudential made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #328 holding.
  • 118 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.