James T. Borello RIA
PUK icon

James T. Borello RIA’s Prudential PUK Stock Holding History

James T. Borello RIA’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
Q3 		$6.63K Sell
268
-2
-0.7% -$55 ﹤0.01% 713
2026
Q2 		$7.24K Sell
270
-394
-59% -$11.5K ﹤0.01% 686
2026
Q1 		$18.9K Buy
664
+651
+5,008% +$20.1K ﹤0.01% 389
2025
Q4 		$405 Buy
+13
New +$373 ﹤0.01% 950

Other funds holding PUK

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

James T. Borello RIA's PUK Position: Q3 2026 in Review

James T. Borello RIA reduced its Prudential (PUK) stake by 0.74% in Q3 2026, selling an estimated $55 and leaving 268 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

James T. Borello RIA first reported a position in PUK in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.9K in Q1 2026. 60 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • James T. Borello RIA held 268 shares of Prudential worth $6.63K as of Q3 2026.
  • James T. Borello RIA sold 2 Prudential shares in Q3 2026, an estimated $55.
  • Prudential made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #713 holding.
  • James T. Borello RIA first reported a position in Prudential in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Prudential position peaked at $18.9K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.