TPI
PUK icon

Trust Point Inc’s Prudential PUK Stock Holding History

Trust Point Inc’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 		$223K Buy
8,334
+1,045
+14% +$30.5K 0.02% 428
2026
Q1 		$207K Sell
7,289
-629
-8% -$19.4K 0.02% 500
2025
Q4 		$246K Buy
+7,918
New +$227K 0.02% 418

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

Trust Point Inc's PUK Position: Q2 2026 in Review

Trust Point Inc increased its Prudential (PUK) stake by 14% in Q2 2026, buying an estimated $30.5K and bringing the position to 8,334 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #428.

Trust Point Inc first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Trust Point Inc held 8,334 shares of Prudential worth $223K as of Q2 2026.
  • Trust Point Inc bought 1,045 Prudential shares in Q2 2026, an estimated $30.5K.
  • Prudential made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #428 holding.
  • Trust Point Inc first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Trust Point Inc's Prudential position peaked at $246K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.