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Allen Capital Group’s Prudential Financial PRU Stock Holding History

Allen Capital Group’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 		$219K Buy
+2,030
New +$206K 0.02% 294
2026
Q1 		– Sell
-2,089
Closed -$236K – 293
2025
Q4 		$236K Sell
2,089
-59
-3% -$6.33K 0.02% 246
2025
Q3 		$223K Sell
2,148
-1
-0% -$105 0.02% 249
2025
Q2 		$231K Sell
2,149
-570
-21% -$59.1K 0.02% 245
2025
Q1 		$304K Buy
2,719
+10
+0.4% +$1.14K 0.03% 205
2024
Q4 		$321K Sell
2,709
-356
-12% -$44K 0.04% 192
2024
Q3 		$371K Sell
3,065
-25,670
-89% -$3.03M 0.05% 172
2024
Q2 		$3.37M Sell
28,735
-937
-3% -$108K 0.46% 48
2024
Q1 		$3.48M Buy
29,672
+701
+2% +$75.5K 0.49% 47
2023
Q4 		$3M Buy
28,971
+750
+3% +$71.9K 0.47% 46
2023
Q3 		$2.64M Buy
28,221
+250
+0.9% +$23.6K 0.47% 49
2023
Q2 		$2.47M Buy
27,971
+1,116
+4% +$93.4K 0.42% 54
2023
Q1 		$2.22M Buy
+26,855
New +$2.56M 0.4% 59
2022
Q4 		– Sell
-18,580
Closed -$1.59M – 124
2022
Q3 		$1.59M Buy
18,580
+1,901
+11% +$183K 0.37% 57
2022
Q2 		$1.6M Buy
16,679
+324
+2% +$34.3K 0.32% 65
2022
Q1 		$1.93M Buy
16,355
+1,573
+11% +$179K 0.37% 59
2021
Q4 		$1.6M Buy
14,782
+1,773
+14% +$193K 0.2% 73
2021
Q3 		$1.37M Buy
+13,009
New +$1.34M 0.27% 69

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

Allen Capital Group's PRU Position: Q2 2026 in Review

Allen Capital Group opened a new position in Prudential Financial (PRU) in Q2 2026: 2,030 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings. This is a return to the name: Allen Capital Group previously reported a position in PRU as recently as Q4 2025.

Allen Capital Group first reported a position in PRU in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q1 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Allen Capital Group held 2,030 shares of Prudential Financial worth $219K as of Q2 2026.
  • Prudential Financial was a new Allen Capital Group position in Q2 2026.
  • Prudential Financial made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #294 holding.
  • Allen Capital Group first reported a position in Prudential Financial in Q3 2021 and has held it in 18 quarters since.
  • Allen Capital Group's Prudential Financial position peaked at $3.48M in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.