YCM
PUK icon

Yousif Capital Management’s Prudential PUK Stock Holding History

Yousif Capital Management’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 		– Sell
-14,195
Closed -$404K – 1750
2026
Q1 		$404K Hold
14,195
– – ﹤0.01% 1490
2025
Q4 		$447K Hold
14,195
– – ﹤0.01% 1465
2025
Q3 		$397K Sell
14,195
-2,865
-17% -$75K ﹤0.01% 1525
2025
Q2 		$427K Buy
17,060
+1,250
+8% +$28K ﹤0.01% 1532
2025
Q1 		$340K Hold
15,810
– – ﹤0.01% 1600
2024
Q4 		$252K Sell
15,810
-5,149
-25% -$86.3K ﹤0.01% 1745
2024
Q3 		$389K Sell
20,959
-787
-4% -$13.7K ﹤0.01% 1610
2024
Q2 		$398K Sell
21,746
-720
-3% -$13.6K ﹤0.01% 1568
2024
Q1 		$433K Hold
22,466
– – ﹤0.01% 1576
2023
Q4 		$504K Hold
22,466
– – 0.01% 1528
2023
Q3 		$492K Sell
22,466
-755
-3% -$19.1K 0.01% 1493
2023
Q2 		$658K Buy
23,221
+149
+0.6% +$4.27K 0.01% 1370
2023
Q1 		$631K Buy
23,072
+100
+0.4% +$3K 0.01% 1379
2022
Q4 		$631K Hold
22,972
– – 0.01% 1394
2022
Q3 		$458K Buy
22,972
+1,710
+8% +$39.2K 0.01% 1557
2022
Q2 		$534K Sell
21,262
-160
-0.7% -$4.11K 0.01% 1512
2022
Q1 		$634K Hold
21,422
– – 0.01% 1543
2021
Q4 		$738K Buy
+21,422
New +$813K 0.01% 1505

Other funds holding PUK

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Yousif Capital Management's PUK Position: Q2 2026 in Review

Yousif Capital Management sold out of Prudential (PUK) in Q2 2026, closing a stake of 14,195 shares — an estimated $404K sold.

Yousif Capital Management first reported a position in PUK in Q4 2021 and held it in 18 quarters. The position peaked at $738K in Q4 2021. 45 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Yousif Capital Management reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 14,195 Prudential shares in Q2 2026, an estimated $404K.
  • Yousif Capital Management first reported a position in Prudential in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's Prudential position peaked at $738K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.