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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's PUK Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Prudential (PUK) in Q1 2026, closing a stake of 11,440 shares — an estimated $356K sold.

Valeo Financial Advisors first reported a position in PUK in Q3 2017 and held it in 17 quarters. The position peaked at $356K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,440 Prudential shares in Q1 2026, an estimated $356K.
  • Valeo Financial Advisors first reported a position in Prudential in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Prudential position peaked at $356K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.