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TD Private Client Wealth’s Prudential PUK Stock Holding History

TD Private Client 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
Q2 		$25.6K Buy
955
+554
+138% +$16.2K ﹤0.01% 1000
2026
Q1 		$11.4K Buy
401
+274
+216% +$8.44K ﹤0.01% 1083
2025
Q4 		$3.95K Buy
+127
New +$3.64K ﹤0.01% 1192
2025
Q2 		– Sell
-24
Closed -$516 – 1494
2025
Q1 		$516 Buy
24
+15
+167% +$268 ﹤0.01% 1334
2024
Q4 		$143 Sell
9
-17,113
-100% -$287K ﹤0.01% 1297
2024
Q3 		$317K Buy
17,122
+150
+0.9% +$2.62K 0.01% 520
2024
Q2 		$311K Sell
16,972
-1,095
-6% -$20.6K 0.01% 498
2024
Q1 		$348K Buy
18,067
+1,434
+9% +$29.6K 0.01% 498
2023
Q4 		$373K Sell
16,633
-198
-1% -$4.34K 0.01% 477
2023
Q3 		$369K Sell
16,831
-88
-0.5% -$2.23K 0.02% 455
2023
Q2 		$479K Buy
16,919
+3,881
+30% +$111K 0.02% 446
2023
Q1 		$356K Sell
13,038
-347
-3% -$10.4K 0.02% 470
2022
Q4 		$368K Buy
13,385
+1,187
+10% +$27.1K 0.02% 465
2022
Q3 		$243K Sell
12,198
-4,530
-27% -$104K 0.01% 505
2022
Q2 		$420K Buy
16,728
+5
+0% +$128 0.02% 429
2022
Q1 		$495K Buy
16,723
+15,376
+1,141% +$491K 0.02% 422
2021
Q4 		$46.4K Sell
1,347
-1,918
-59% -$72.8K ﹤0.01% 753
2021
Q3 		$128K Sell
3,265
-234
-7% -$9.05K 0.01% 594
2021
Q2 		$129K Sell
3,499
-211
-6% -$8.64K 0.01% 581
2021
Q1 		$154K Sell
3,710
-961
-21% -$36.6K 0.01% 538
2020
Q4 		$167K Sell
4,671
-530
-10% -$16.3K 0.01% 500
2020
Q3 		$144K Sell
5,201
-61
-1% -$1.82K 0.01% 490
2020
Q2 		$155K Sell
5,262
-8,422
-62% -$223K 0.01% 478
2020
Q1 		$329K Buy
13,684
+7,108
+108% +$226K 0.02% 374
2019
Q4 		$243K Buy
+6,576
New +$232K 0.01% 436

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

TD Private Client Wealth's PUK Position: Q2 2026 in Review

TD Private Client Wealth increased its Prudential (PUK) stake by 138% in Q2 2026, buying an estimated $16.2K and bringing the position to 955 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

TD Private Client Wealth first reported a position in PUK in Q4 2019 and has held it in 25 quarters since. The position peaked at $495K in Q1 2022. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • TD Private Client Wealth held 955 shares of Prudential worth $25.6K as of Q2 2026.
  • TD Private Client Wealth bought 554 Prudential shares in Q2 2026, an estimated $16.2K.
  • Prudential made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1000 holding.
  • TD Private Client Wealth first reported a position in Prudential in Q4 2019 and has held it in 25 quarters since.
  • TD Private Client Wealth's Prudential position peaked at $495K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.