UCFA
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United Capital Financial Advisors’s Prudential PUK Stock Holding History

United Capital 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 		$411K Sell
15,316
-1,351
-8% -$39.5K ﹤0.01% 1222
2026
Q1 		$474K Sell
16,667
-1,218
-7% -$37.5K ﹤0.01% 1095
2025
Q4 		$557K Buy
17,885
+919
+5% +$26.3K ﹤0.01% 925
2025
Q3 		$475K Buy
16,966
+469
+3% +$12.3K ﹤0.01% 876
2025
Q2 		$413K Buy
16,497
+697
+4% +$15.6K ﹤0.01% 831
2025
Q1 		$340K Buy
15,800
+1,794
+13% +$32.1K ﹤0.01% 855
2024
Q4 		$223K Buy
14,006
+114
+0.8% +$1.91K ﹤0.01% 986
2024
Q3 		$258K Sell
13,892
-3,107
-18% -$54.2K ﹤0.01% 929
2024
Q2 		$311K Buy
16,999
+5,911
+53% +$111K ﹤0.01% 833
2024
Q1 		$214K Sell
11,088
-2,277
-17% -$47K ﹤0.01% 1001
2023
Q4 		$300K Buy
+13,365
New +$293K ﹤0.01% 866
2020
Q1 		– Sell
-6,866
Closed -$254K – 1331
2019
Q4 		$254K Buy
+6,866
New +$242K ﹤0.01% 1206
2019
Q3 		– Sell
-17,947
Closed -$763K – 1445
2019
Q2 		$763K Buy
17,947
+7,090
+65% +$295K 0.01% 897
2019
Q1 		$424K Sell
10,857
-129
-1% -$4.98K ﹤0.01% 1030
2018
Q4 		$377K Buy
10,986
+3,900
+55% +$149K ﹤0.01% 996
2018
Q3 		$315K Buy
7,086
+1,039
+17% +$46K ﹤0.01% 1087
2018
Q2 		$268K Buy
6,047
+506
+9% +$24.7K ﹤0.01% 1126
2018
Q1 		$275K Buy
+5,541
New +$280K ﹤0.01% 1123
2015
Q4 		– Sell
-18,965
Closed -$775K – 1271
2015
Q3 		$775K Buy
+18,965
New +$843K 0.01% 762

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

United Capital Financial Advisors's PUK Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Prudential (PUK) stake by 8.1% in Q2 2026, selling an estimated $39.5K and leaving 15,316 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

United Capital Financial Advisors first reported a position in PUK in Q3 2015 and has held it in 19 quarters since. The position peaked at $775K in Q3 2015. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • United Capital Financial Advisors held 15,316 shares of Prudential worth $411K as of Q2 2026.
  • United Capital Financial Advisors sold 1,351 Prudential shares in Q2 2026, an estimated $39.5K.
  • Prudential made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1222 holding.
  • United Capital Financial Advisors first reported a position in Prudential in Q3 2015 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Prudential position peaked at $775K in Q3 2015.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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