Vestmark Advisory Solutions’s Prudential PUK Stock Holding History

Vestmark Advisory Solutions’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	$2.26M	Buy	84,420 +12,572	+17%	+$367K	0.02%	662
2026 Q1	$2.04M	Sell	71,848 -11,247	-14%	-$346K	0.02%	616
2025 Q4	$2.59M	Buy	83,095 +60,012	+260%	+$1.72M	0.03%	501
2025 Q3	$646K	Buy	23,083 +2,952	+15%	+$77.3K	0.01%	631
2025 Q2	$504K	Sell	20,131 -37,623	-65%	-$842K	0.01%	615
2025 Q1	$1.24M	Buy	57,754 +32,369	+128%	+$579K	0.03%	374
2024 Q4	$405K	Buy	25,385 +13,131	+107%	+$220K	0.01%	446
2024 Q3	$227K	Buy	+12,254	New	+$214K	0.01%	508
2023 Q3	–	Sell	-14,464	Closed	-$410K	–	766
2023 Q2	$410K	Buy	14,464 +1,064	+8%	+$30.5K	0.02%	631
2023 Q1	$366K	Sell	13,400 -1,468	-10%	-$44.1K	0.02%	647
2022 Q4	$409K	Sell	14,868 -456	-3%	-$10.4K	0.02%	604
2022 Q3	$305K	Sell	15,324 -3,939	-20%	-$90.3K	0.02%	656
2022 Q2	$484K	Sell	19,263 -170	-0.9%	-$4.37K	0.03%	546
2022 Q1	$575K	Buy	19,433 +1,612	+9%	+$51.5K	0.03%	495
2021 Q4	$614K	Sell	17,821 -1,007	-5%	-$38.2K	0.03%	479
2021 Q3	$738K	Sell	18,828 -235	-1%	-$9.09K	0.05%	389
2021 Q2	$704K	Buy	19,063 +1,892	+11%	+$77.5K	0.05%	395
2021 Q1	$711K	Buy	17,171 +5,401	+46%	+$206K	0.06%	363
2020 Q4	$422K	Buy	11,770 +397	+3%	+$12.2K	0.05%	396
2020 Q3	$315K	Buy	11,373 +704	+7%	+$21.1K	0.04%	411
2020 Q2	$314K	Buy	10,669 +187	+2%	+$4.95K	0.05%	396
2020 Q1	$252K	Sell	10,482 -3,691	-26%	-$118K	0.05%	403
2019 Q4	$524K	Sell	14,173 -679	-5%	-$24K	0.11%	197
2019 Q3	$524K	Sell	14,852 -946	-6%	-$35.2K	0.09%	290
2019 Q2	$671K	Buy	15,798 +438	+3%	+$18.2K	0.11%	234
2019 Q1	$599K	Buy	+15,360	New	+$593K	0.11%	251

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vestmark Advisory Solutions's PUK Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Prudential (PUK) stake by 17% in Q2 2026, buying an estimated $367K and bringing the position to 84,420 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #662.

Vestmark Advisory Solutions first reported a position in PUK in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.59M in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Vestmark Advisory Solutions held 84,420 shares of Prudential worth $2.26M as of Q2 2026.
Vestmark Advisory Solutions bought 12,572 Prudential shares in Q2 2026, an estimated $367K.
Prudential made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #662 holding.
Vestmark Advisory Solutions first reported a position in Prudential in Q1 2019 and has held it in 26 quarters since.
Vestmark Advisory Solutions's Prudential position peaked at $2.59M in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.