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Action Point Financial Planning’s Prudential Financial PRU Stock Holding History

Action Point Financial Planning’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
Q2 		$89.6K Buy
+833
New +$84.7K 0.01% 632

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Action Point Financial Planning's PRU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Prudential Financial (PRU) in Q2 2026: 833 shares worth $89.6K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

1,401 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Action Point Financial Planning held 833 shares of Prudential Financial worth $89.6K as of Q2 2026.
  • Prudential Financial was a new Action Point Financial Planning position in Q2 2026.
  • Prudential Financial made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #632 holding.
  • 1,401 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.