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Wealth Alliance’s Prudential PUK Stock Holding History

Wealth Alliance’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 		$634K Buy
23,663
+1,810
+8% +$52.9K 0.05% 268
2026
Q1 		$621K Sell
21,853
-4,879
-18% -$150K 0.06% 252
2025
Q4 		$832K Sell
26,732
-556
-2% -$15.9K 0.08% 213
2025
Q3 		$764K Sell
27,288
-831
-3% -$21.8K 0.08% 217
2025
Q2 		$704K Sell
28,119
-5,169
-16% -$116K 0.08% 228
2025
Q1 		$716K Buy
+33,288
New +$596K 0.09% 207
2024
Q4 		– Sell
-24,012
Closed -$445K – 532
2024
Q3 		$445K Buy
24,012
+1,694
+8% +$29.6K 0.05% 288
2024
Q2 		$409K Buy
22,318
+9,024
+68% +$170K 0.05% 301
2024
Q1 		$256K Sell
13,294
-4,413
-25% -$91.1K 0.03% 437
2023
Q4 		$398K Buy
17,707
+343
+2% +$7.52K 0.06% 305
2023
Q3 		$381K Sell
17,364
-1,723
-9% -$43.6K 0.06% 288
2023
Q2 		$541K Buy
19,087
+654
+4% +$18.7K 0.08% 238
2023
Q1 		$504K Sell
18,433
-885
-5% -$26.6K 0.08% 238
2022
Q4 		$531K Buy
+19,318
New +$441K 0.09% 226
2022
Q3 		– Sell
-8,698
Closed -$218K – 474
2022
Q2 		$218K Sell
8,698
-7,545
-46% -$194K 0.04% 406
2022
Q1 		$480K Sell
16,243
-1,233
-7% -$39.4K 0.1% 225
2021
Q4 		$602K Sell
17,476
-2,618
-13% -$99.3K 0.12% 191
2021
Q3 		$787K Buy
20,094
+1,346
+7% +$52.1K 0.18% 130
2021
Q2 		$693K Sell
18,748
-2,497
-12% -$102K 0.16% 145
2021
Q1 		$880K Buy
21,245
+1,198
+6% +$45.6K 0.25% 99
2020
Q4 		$718K Sell
20,047
-879
-4% -$27K 0.21% 125
2020
Q3 		$580K Buy
20,926
+5,804
+38% +$174K 0.21% 123
2020
Q2 		$446K Sell
15,122
-2,062
-12% -$54.5K 0.18% 144
2020
Q1 		$413K Buy
+17,184
New +$547K 0.22% 122

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

Wealth Alliance's PUK Position: Q2 2026 in Review

Wealth Alliance increased its Prudential (PUK) stake by 8.3% in Q2 2026, buying an estimated $52.9K and bringing the position to 23,663 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #268.

Wealth Alliance first reported a position in PUK in Q1 2020 and has held it in 24 quarters since. The position peaked at $880K in Q1 2021. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Wealth Alliance held 23,663 shares of Prudential worth $634K as of Q2 2026.
  • Wealth Alliance bought 1,810 Prudential shares in Q2 2026, an estimated $52.9K.
  • Prudential made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #268 holding.
  • Wealth Alliance first reported a position in Prudential in Q1 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Prudential position peaked at $880K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.