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Trust Company’s Prudential PUK Stock Holding History

Trust Company’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 		$544 Hold
22
– – ﹤0.01% 727
2026
Q2 		$590 Hold
22
– – ﹤0.01% 707
2026
Q1 		$625 Hold
22
– – ﹤0.01% 657
2025
Q4 		$685 Buy
+22
New +$631 ﹤0.01% 609

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Trust Company's PUK Position: Q3 2026 in Review

Trust Company held its Prudential (PUK) position steady in Q3 2026 at 22 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Trust Company first reported a position in PUK in Q4 2025 and has held it in 4 quarters since. The position peaked at $685 in Q4 2025. 14 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Trust Company held 22 shares of Prudential worth $544 as of Q3 2026.
  • Trust Company left its Prudential share count unchanged in Q3 2026.
  • Prudential made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #727 holding.
  • Trust Company first reported a position in Prudential in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Prudential position peaked at $685 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.