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Toth Financial Advisory’s Prudential PUK Stock Holding History

Toth Financial Advisory’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 		– Sell
-4
Closed -$114 – 982
2026
Q1 		$114 Hold
4
– – ﹤0.01% 897
2025
Q4 		$125 Buy
+4
New +$115 ﹤0.01% 881

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Toth Financial Advisory's PUK Position: Q2 2026 in Review

Toth Financial Advisory sold out of Prudential (PUK) in Q2 2026, closing a stake of 4 shares — an estimated $114 sold.

Toth Financial Advisory first reported a position in PUK in Q4 2025 and held it in 2 quarters. The position peaked at $125 in Q4 2025. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Toth Financial Advisory reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 4 Prudential shares in Q2 2026, an estimated $114.
  • Toth Financial Advisory first reported a position in Prudential in Q4 2025 and held it in 2 quarters.
  • Toth Financial Advisory's Prudential position peaked at $125 in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.