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Agate Pass Investment Management’s Prudential Financial PRU Stock Holding History

Agate Pass Investment Management’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 		$534K Hold
4,950
– – 0.2% 79
2026
Q1 		$484K Hold
4,950
– – 0.19% 84
2025
Q4 		$559K Sell
4,950
-660
-12% -$70.8K 0.21% 84
2025
Q3 		$582K Sell
5,610
-3,600
-39% -$379K 0.22% 79
2025
Q2 		$990K Sell
9,210
-2,120
-19% -$220K 0.41% 65
2025
Q1 		$1.27M Buy
11,330
+4,600
+68% +$524K 0.54% 57
2024
Q4 		$798K Buy
+6,730
New +$831K 0.36% 70

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Agate Pass Investment Management's PRU Position: Q2 2026 in Review

Agate Pass Investment Management held its Prudential Financial (PRU) position steady in Q2 2026 at 4,950 shares worth $534K. The position accounts for 0.2% of the portfolio, ranked #79.

Agate Pass Investment Management first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2025. 325 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Agate Pass Investment Management held 4,950 shares of Prudential Financial worth $534K as of Q2 2026.
  • Agate Pass Investment Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.2% of Agate Pass Investment Management's portfolio in Q2 2026, its #79 holding.
  • Agate Pass Investment Management first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Agate Pass Investment Management's Prudential Financial position peaked at $1.27M in Q1 2025.
  • 325 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.