VFA
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Valeo Financial Advisors’s Prudential PUK Stock Holding History

Valeo 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
Q3 		$219K Buy
+8,848
New +$245K ﹤0.01% 746
2026
Q1 		– Sell
-11,440
Closed -$356K – 865
2025
Q4 		$356K Buy
11,440
+1,161
+11% +$33.3K 0.01% 564
2025
Q3 		$288K Buy
10,279
+622
+6% +$16.3K 0.01% 620
2025
Q2 		$242K Buy
+9,657
New +$216K 0.01% 644
2021
Q2 		– Sell
-260
Closed -$11K – 1486
2021
Q1 		$11K Buy
+260
New +$9.9K ﹤0.01% 1342
2020
Q4 		– Sell
-49
Closed -$1K – 1809
2020
Q3 		$1K Sell
49
-351
-88% -$10.5K ﹤0.01% 1509
2020
Q2 		$12K Buy
400
+24
+6% +$635 ﹤0.01% 1233
2020
Q1 		$10K Sell
376
-79
-17% -$2.52K ﹤0.01% 1105
2019
Q4 		$17K Buy
455
+275
+153% +$9.7K ﹤0.01% 957
2019
Q3 		$6K Sell
180
-89
-33% -$3.31K ﹤0.01% 1167
2019
Q2 		$11K Buy
269
+159
+145% +$6.62K ﹤0.01% 1003
2019
Q1 		$4K Sell
110
-2
-2% -$77 ﹤0.01% 1246
2018
Q4 		$4K Hold
112
– – ﹤0.01% 1156
2018
Q3 		$4K Sell
112
-2
-2% -$88 ﹤0.01% 1289
2018
Q2 		$5K Sell
114
-234
-67% -$11.4K ﹤0.01% 1149
2018
Q1 		$17K Buy
348
+254
+270% +$12.8K ﹤0.01% 766
2017
Q4 		$5K Hold
94
– – ﹤0.01% 1021
2017
Q3 		$4K Buy
+94
New +$4.29K ﹤0.01% 922

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
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
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Valeo Financial Advisors's PUK Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Prudential (PUK) in Q3 2026: 8,848 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in PUK as recently as Q4 2025.

Valeo Financial Advisors first reported a position in PUK in Q3 2017 and has held it in 18 quarters since. The position peaked at $356K in Q4 2025. 14 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Valeo Financial Advisors held 8,848 shares of Prudential worth $219K as of Q3 2026.
  • Prudential was a new Valeo Financial Advisors position in Q3 2026.
  • Prudential made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #746 holding.
  • Valeo Financial Advisors first reported a position in Prudential in Q3 2017 and has held it in 18 quarters since.
  • Valeo Financial Advisors's Prudential position peaked at $356K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.