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Allen Mooney & Barnes Investment Advisors’s Prudential Financial PRU Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$10.2M Sell
94,082
-10,711
-10% -$1.09M 1.54% 28
2026
Q1 		$10.2M Buy
104,793
+3,079
+3% +$319K 1.47% 30
2025
Q4 		$11.5M Buy
101,714
+1,550
+2% +$166K 1.73% 27
2025
Q3 		$10.4M Buy
100,164
+1,307
+1% +$138K 1.62% 29
2025
Q2 		$10.6M Buy
98,857
+38
+0% +$3.94K 1.74% 26
2025
Q1 		$11M Buy
98,819
+2,295
+2% +$261K 1.79% 28
2024
Q4 		$11.4M Sell
96,524
-1,093
-1% -$135K 1.93% 20
2024
Q3 		$11.8M Sell
97,617
-2,385
-2% -$282K 2.01% 17
2024
Q2 		$11.7M Buy
100,002
+692
+0.7% +$79.9K 2.1% 16
2024
Q1 		$11.1M Sell
99,310
-1,120
-1% -$121K 2.12% 17
2023
Q4 		$10.4M Buy
100,430
+241
+0.2% +$23.1K 1.98% 18
2023
Q3 		$9.51M Buy
100,189
+3,611
+4% +$342K 2.02% 21
2023
Q2 		$8.52M Sell
96,578
-280
-0.3% -$23.4K 1.89% 22
2023
Q1 		$8.01M Buy
96,858
+984
+1% +$93.9K 1.92% 24
2022
Q4 		$9.54M Buy
95,874
+464
+0.5% +$47K 2.29% 17
2022
Q3 		$8.18M Buy
95,410
+3,910
+4% +$376K 2.19% 18
2022
Q2 		$8.75M Buy
91,500
+4,818
+6% +$510K 2.24% 13
2022
Q1 		$10.2M Buy
+86,682
New +$9.86M 2.27% 13

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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PRU Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Prudential Financial (PRU) stake by 10% in Q2 2026, selling an estimated $1.09M and leaving 94,082 shares worth $10.2M. The position accounts for 1.54% of the portfolio, ranked #28.

Allen Mooney & Barnes Investment Advisors first reported a position in PRU in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.8M in Q3 2024. 500 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 94,082 shares of Prudential Financial worth $10.2M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 10,711 Prudential Financial shares in Q2 2026, an estimated $1.09M.
  • Prudential Financial made up 1.54% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Prudential Financial in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Prudential Financial position peaked at $11.8M in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.