AF
PRU icon

Affiance Financial’s Prudential Financial PRU Stock Holding History

Affiance Financial’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 		$511K Buy
4,736
+8
+0.2% +$813 0.07% 73
2026
Q1 		$462K Buy
4,728
+9
+0.2% +$932 0.07% 71
2025
Q4 		$533K Buy
4,719
+8
+0.2% +$858 0.09% 68
2025
Q3 		$489K Buy
4,711
+7
+0.1% +$737 0.09% 72
2025
Q2 		$505K Buy
4,704
+8
+0.2% +$829 0.1% 66
2025
Q1 		$524K Buy
4,696
+8
+0.2% +$912 0.12% 65
2024
Q4 		$556K Buy
4,688
+6
+0.1% +$741 0.13% 63
2024
Q3 		$567K Buy
4,682
+7
+0.1% +$828 0.14% 64
2024
Q2 		$548K Buy
4,675
+6
+0.1% +$692 0.14% 60
2024
Q1 		$548K Buy
4,669
+7
+0.2% +$754 0.15% 64
2023
Q4 		$484K Buy
4,662
+7
+0.2% +$671 0.14% 65
2023
Q3 		$442K Hold
4,655
– – 0.22% 67
2023
Q2 		$411K Buy
4,655
+8
+0.2% +$669 0.2% 76
2023
Q1 		$385K Buy
4,647
+8
+0.2% +$764 0.2% 73
2022
Q4 		$461K Sell
4,639
-580
-11% -$58.7K 0.19% 74
2022
Q3 		$448K Sell
5,219
-1,647
-24% -$159K 0.25% 50
2022
Q2 		$657K Sell
6,866
-152
-2% -$16.1K 0.35% 43
2022
Q1 		$829K Hold
7,018
– – 0.4% 41
2021
Q4 		$760K Hold
7,018
– – 0.32% 49
2021
Q3 		$738K Hold
7,018
– – 0.32% 49
2021
Q2 		$719K Hold
7,018
– – 0.3% 49
2021
Q1 		$639K Hold
7,018
– – 0.28% 54
2020
Q4 		$548K Hold
7,018
– – 0.29% 55
2020
Q3 		$446K Hold
7,018
– – 0.26% 59
2020
Q2 		$427K Buy
+7,018
New +$412K 0.23% 55
2018
Q4 		– Sell
-2,098
Closed -$213K – 95
2018
Q3 		$213K Buy
+2,098
New +$207K 0.14% 85

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Affiance Financial's PRU Position: Q2 2026 in Review

Affiance Financial increased its Prudential Financial (PRU) stake by 0.17% in Q2 2026, buying an estimated $813 and bringing the position to 4,736 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #73.

Affiance Financial first reported a position in PRU in Q3 2018 and has held it in 26 quarters since. The position peaked at $829K in Q1 2022. 609 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Affiance Financial held 4,736 shares of Prudential Financial worth $511K as of Q2 2026.
  • Affiance Financial bought 8 Prudential Financial shares in Q2 2026, an estimated $813.
  • Prudential Financial made up 0.07% of Affiance Financial's portfolio in Q2 2026, its #73 holding.
  • Affiance Financial first reported a position in Prudential Financial in Q3 2018 and has held it in 26 quarters since.
  • Affiance Financial's Prudential Financial position peaked at $829K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.