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Transamerica Financial Advisors’s Prudential PUK Stock Holding History

Transamerica Financial 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 		$3.43K Buy
128
+116
+967% +$3.39K ﹤0.01% 1204
2026
Q1 		$345 Hold
12
– – ﹤0.01% 1547
2025
Q4 		$373 Buy
12
+1
+9% +$29 ﹤0.01% 1418
2025
Q3 		$310 Buy
+11
New +$288 ﹤0.01% 1386

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

Transamerica Financial Advisors's PUK Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Prudential (PUK) stake by 967% in Q2 2026, buying an estimated $3.39K and bringing the position to 128 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Transamerica Financial Advisors first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Transamerica Financial Advisors held 128 shares of Prudential worth $3.43K as of Q2 2026.
  • Transamerica Financial Advisors bought 116 Prudential shares in Q2 2026, an estimated $3.39K.
  • Prudential made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1204 holding.
  • Transamerica Financial Advisors first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.