Act Two Investors’s Prudential Financial PRU Stock Holding History

Act Two Investors’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,990	Closed	-$225K	–	39
2025 Q4	$225K	Hold	1,990	–	–	0.04%	38
2025 Q3	$206K	Hold	1,990	–	–	0.04%	39
2025 Q2	$214K	Sell	1,990 -219,474	-99%	-$22.7M	0.04%	37
2025 Q1	$24.7M	Buy	221,464 +213,195	+2,578%	+$24.3M	5.24%	7
2024 Q4	$980K	Hold	8,269	–	–	0.19%	34
2024 Q3	$1M	Hold	8,269	–	–	0.19%	34
2024 Q2	$969K	Hold	8,269	–	–	0.19%	33
2024 Q1	$971K	Hold	8,269	–	–	0.2%	31
2023 Q4	$858K	Buy	+8,269	New	+$793K	0.19%	34
2023 Q2	–	Sell	-5,666	Closed	-$469K	–	39
2023 Q1	$469K	Buy	+5,666	New	+$541K	0.19%	30
2022 Q1	–	Sell	-21,482	Closed	-$2.33M	–	27
2021 Q4	$2.33M	Sell	21,482 -353,730	-94%	-$38.4M	1.83%	16
2021 Q3	$39.5M	Sell	375,212 -383	-0.1%	-$39.5K	9.37%	4
2021 Q2	$38.5M	Buy	375,595 +9,604	+3%	+$981K	7.52%	5
2021 Q1	$33.3M	Buy	365,991 +16,136	+5%	+$1.38M	7.35%	5
2020 Q4	$27.3M	Buy	+349,855	New	+$25.3M	6.89%	6

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Act Two Investors's PRU Position: Q1 2026 in Review

Act Two Investors sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,990 shares — an estimated $225K sold.

Act Two Investors first reported a position in PRU in Q4 2020 and held it in 15 quarters. The position peaked at $39.5M in Q3 2021. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Act Two Investors reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
Act Two Investors sold 1,990 Prudential Financial shares in Q1 2026, an estimated $225K.
Act Two Investors first reported a position in Prudential Financial in Q4 2020 and held it in 15 quarters.
Act Two Investors's Prudential Financial position peaked at $39.5M in Q3 2021.
1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.