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WPG Advisers’s Prudential PUK Stock Holding History

WPG Advisers’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 		$19.3K Buy
720
+353
+96% +$10.3K 0.01% 564
2026
Q1 		$10.4K Sell
367
-472
-56% -$14.5K 0.01% 659
2025
Q4 		$26.1K Sell
839
-35
-4% -$1K 0.02% 442
2025
Q3 		$24.5K Sell
874
-22
-2% -$576 0.02% 461
2025
Q2 		$22.4K Sell
896
-178
-17% -$3.98K 0.02% 470
2025
Q1 		$23.1K Sell
1,074
-290
-21% -$5.19K 0.02% 439
2024
Q4 		$21.7K Buy
+1,364
New +$22.9K 0.02% 446

Other funds holding PUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WPG Advisers's PUK Position: Q2 2026 in Review

WPG Advisers increased its Prudential (PUK) stake by 96% in Q2 2026, buying an estimated $10.3K and bringing the position to 720 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #564.

WPG Advisers first reported a position in PUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.1K in Q4 2025. 130 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • WPG Advisers held 720 shares of Prudential worth $19.3K as of Q2 2026.
  • WPG Advisers bought 353 Prudential shares in Q2 2026, an estimated $10.3K.
  • Prudential made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #564 holding.
  • WPG Advisers first reported a position in Prudential in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Prudential position peaked at $26.1K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.