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Summit Trail Advisors’s Prudential PUK Stock Holding History

Summit Trail 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 		$281K Sell
10,491
-2,223
-17% -$64.9K ﹤0.01% 1349
2026
Q1 		$361K Buy
+12,714
New +$392K 0.01% 1262
2018
Q1 		– Sell
-2,326
Closed -$124K – 1357
2017
Q4 		$124K Buy
+2,326
New +$111K 0.02% 569

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

Summit Trail Advisors's PUK Position: Q2 2026 in Review

Summit Trail Advisors reduced its Prudential (PUK) stake by 17% in Q2 2026, selling an estimated $64.9K and leaving 10,491 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Summit Trail Advisors first reported a position in PUK in Q4 2017 and has held it in 3 quarters since. The position peaked at $361K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Summit Trail Advisors held 10,491 shares of Prudential worth $281K as of Q2 2026.
  • Summit Trail Advisors sold 2,223 Prudential shares in Q2 2026, an estimated $64.9K.
  • Prudential made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1349 holding.
  • Summit Trail Advisors first reported a position in Prudential in Q4 2017 and has held it in 3 quarters since.
  • Summit Trail Advisors's Prudential position peaked at $361K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.