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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Prudential PUK Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-64
Closed -$1.72K – 2326
2026
Q2 		$1.72K Buy
64
+34
+113% +$993 ﹤0.01% 2097
2026
Q1 		$853 Hold
30
– – ﹤0.01% 2265
2025
Q4 		$934 Buy
+30
New +$860 ﹤0.01% 2317

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Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PUK Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Prudential (PUK) in Q3 2026, closing a stake of 64 shares — an estimated $1.72K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PUK in Q4 2025 and held it in 3 quarters. The position peaked at $1.72K in Q2 2026. 232 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Prudential position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 64 Prudential shares in Q3 2026, an estimated $1.72K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Prudential in Q4 2025 and held it in 3 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Prudential position peaked at $1.72K in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.