Xponance’s Prudential PUK Stock Holding History

Xponance’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	$332K	Buy	12,371 +3,644	+42%	+$106K	﹤0.01%	1341
2026 Q1	$248K	Buy	8,727 +1,923	+28%	+$59.2K	﹤0.01%	1373
2025 Q4	$212K	Buy	+6,804	New	+$195K	﹤0.01%	1364

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

Xponance's PUK Position: Q2 2026 in Review

Xponance increased its Prudential (PUK) stake by 42% in Q2 2026, buying an estimated $106K and bringing the position to 12,371 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Xponance first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Xponance held 12,371 shares of Prudential worth $332K as of Q2 2026.
Xponance bought 3,644 Prudential shares in Q2 2026, an estimated $106K.
Prudential made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1341 holding.
Xponance first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.