Alpine Woods Capital Investors’s Prudential Financial PRU Stock Holding History

Alpine Woods Capital Investors’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	–	Sell	-12,965	Closed	-$1.27M	–	240
2026 Q1	$1.27M	Sell	12,965 -13,362	-51%	-$1.38M	0.3%	78
2025 Q4	$2.97M	Buy	26,327 +4,887	+23%	+$524K	0.71%	42
2025 Q3	$2.22M	Buy	21,440 +4,034	+23%	+$425K	0.52%	63
2025 Q2	$1.87M	Buy	+17,406	New	+$1.8M	0.44%	72
2020 Q1	–	Sell	-8,555	Closed	-$802K	–	275
2019 Q4	$802K	Buy	+8,555	New	+$786K	0.15%	131
2016 Q1	–	Sell	-24,300	Closed	-$1.98M	–	451
2015 Q4	$1.98M	Buy	24,300 +5,900	+32%	+$488K	0.11%	179
2015 Q3	$1.4M	Sell	18,400 -118,400	-87%	-$9.93M	0.08%	222
2015 Q2	$12M	Sell	136,800 -100	-0.1%	-$8.49K	0.61%	53
2015 Q1	$11M	Sell	136,900 -700	-0.5%	-$56.7K	0.56%	60
2014 Q4	$12.4M	Buy	137,600 +30,850	+29%	+$2.65M	0.64%	54
2014 Q3	$9.39M	Buy	106,750 +3,500	+3%	+$313K	0.5%	68
2014 Q2	$9.17M	Buy	103,250 +95,750	+1,277%	+$8.05M	0.24%	71
2014 Q1	$635K	Buy	+7,500	New	+$646K	0.04%	271

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Alpine Woods Capital Investors's PRU Position: Q2 2026 in Review

Alpine Woods Capital Investors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 12,965 shares — an estimated $1.27M sold.

Alpine Woods Capital Investors first reported a position in PRU in Q1 2014 and held it in 13 quarters. The position peaked at $12.4M in Q4 2014. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Alpine Woods Capital Investors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Alpine Woods Capital Investors sold 12,965 Prudential Financial shares in Q2 2026, an estimated $1.27M.
Alpine Woods Capital Investors first reported a position in Prudential Financial in Q1 2014 and held it in 13 quarters.
Alpine Woods Capital Investors's Prudential Financial position peaked at $12.4M in Q4 2014.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.