RAFFA WEALTH MANAGEMENT, LLC’s Prudential PUK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6.43K	Buy	240 +29	+14%	+$847	﹤0.01%	525
2026 Q1	$6K	Hold	211	–	–	﹤0.01%	492
2025 Q4	$6.57K	Hold	211	–	–	﹤0.01%	463
2025 Q3	$5.91K	Hold	211	–	–	﹤0.01%	455
2025 Q2	$5.28K	Hold	211	–	–	﹤0.01%	494
2025 Q1	$4.54K	Buy	211 +189	+859%	+$3.38K	﹤0.01%	446
2024 Q4	$351	Hold	22	–	–	﹤0.01%	1049
2024 Q3	$408	Hold	22	–	–	﹤0.01%	1012
2024 Q2	$403	Hold	22	–	–	﹤0.01%	1078
2024 Q1	$424	Hold	22	–	–	﹤0.01%	1056
2023 Q4	$494	Hold	22	–	–	﹤0.01%	974
2023 Q3	$482	Hold	22	–	–	﹤0.01%	952
2023 Q2	$623	Hold	22	–	–	﹤0.01%	920
2023 Q1	$601	Hold	22	–	–	﹤0.01%	926
2022 Q4	$605	Hold	22	–	–	﹤0.01%	913
2022 Q3	$438	Hold	22	–	–	﹤0.01%	1059
2022 Q2	$552	Hold	22	–	–	﹤0.01%	996
2022 Q1	$651	Hold	22	–	–	﹤0.01%	1000
2021 Q4	$757	Hold	22	–	–	﹤0.01%	967
2021 Q3	$862	Sell	22 -1	-4%	-$39	﹤0.01%	883
2021 Q2	$838	Hold	23	–	–	﹤0.01%	906
2021 Q1	$939	Buy	+23	New	+$876	﹤0.01%	847
2020 Q4	–	Sell	-92	Closed	-$2.54K	–	927
2020 Q3	$2.54K	Buy	92 +23	+33%	+$688	﹤0.01%	442
2020 Q2	$2.04K	Buy	69 +20	+41%	+$529	﹤0.01%	469
2020 Q1	$1.19K	Buy	+49	New	+$1.56K	﹤0.01%	544
2017 Q1	–	Sell	-20	Closed	-$756	–	737
2016 Q4	$756	Hold	20	–	–	﹤0.01%	535
2016 Q3	$678	Hold	20	–	–	﹤0.01%	575
2016 Q2	$646	Hold	20	–	–	﹤0.01%	571
2016 Q1	$707	Hold	20	–	–	﹤0.01%	525
2015 Q4	$857	Hold	20	–	–	﹤0.01%	440
2015 Q3	$801	Hold	20	–	–	﹤0.01%	454
2015 Q2	$923	Sell	20 -94	-82%	-$4.57K	﹤0.01%	415
2015 Q1	$5.54K	Hold	114	–	–	﹤0.01%	188
2014 Q4	$5.13K	Hold	114	–	–	﹤0.01%	198
2014 Q3	$4.94K	Buy	114 +19	+20%	+$862	﹤0.01%	205
2014 Q2	$4.22K	Hold	95	–	–	﹤0.01%	191
2014 Q1	$3.91K	Sell	95 -19	-17%	-$811	﹤0.01%	192
2013 Q4	$5.13K	Buy	+114	New	+$4.52K	﹤0.01%	198

Other funds holding PUK

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PUK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Prudential (PUK) stake by 14% in Q2 2026, buying an estimated $847 and bringing the position to 240 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PUK in Q4 2013 and has held it in 38 quarters since. The position peaked at $6.57K in Q4 2025. 74 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 240 shares of Prudential worth $6.43K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 29 Prudential shares in Q2 2026, an estimated $847.
Prudential made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #525 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Prudential in Q4 2013 and has held it in 38 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Prudential position peaked at $6.57K in Q4 2025.
74 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.