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Annex Advisory Services’s Prudential Financial PRU Stock Holding History

Annex Advisory Services’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
-2,183
Closed -$213K – 387
2026
Q1 		$213K Buy
2,183
+65
+3% +$6.73K ﹤0.01% 354
2025
Q4 		$239K Buy
2,118
+6
+0.3% +$643 ﹤0.01% 321
2025
Q3 		$219K Buy
2,112
+23
+1% +$2.42K ﹤0.01% 293
2025
Q2 		$224K Sell
2,089
-425
-17% -$44K 0.01% 290
2025
Q1 		$281K Sell
2,514
-190
-7% -$21.6K 0.01% 253
2024
Q4 		$320K Buy
2,704
+244
+10% +$30.1K 0.01% 245
2024
Q3 		$298K Sell
2,460
-7
-0.3% -$828 0.01% 231
2024
Q2 		$289K Buy
2,467
+81
+3% +$9.35K 0.01% 229
2024
Q1 		$280K Sell
2,386
-1,874
-44% -$202K 0.01% 236
2023
Q4 		$442K Buy
4,260
+357
+9% +$34.2K 0.02% 182
2023
Q3 		$370K Buy
3,903
+60
+2% +$5.67K 0.02% 167
2023
Q2 		$339K Buy
+3,843
New +$322K 0.02% 175
2022
Q2 		– Sell
-1,690
Closed -$200K – 268
2022
Q1 		$200K Buy
+1,690
New +$192K 0.01% 240
2017
Q3 		– Sell
-8,756
Closed -$947K – 130
2017
Q2 		$947K Buy
8,756
+1,295
+17% +$137K 0.21% 47
2017
Q1 		$796K Buy
+7,461
New +$805K 0.2% 48

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
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Annex Advisory Services's PRU Position: Q2 2026 in Review

Annex Advisory Services sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 2,183 shares — an estimated $213K sold.

Annex Advisory Services first reported a position in PRU in Q1 2017 and held it in 15 quarters. The position peaked at $947K in Q2 2017. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Annex Advisory Services reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 2,183 Prudential Financial shares in Q2 2026, an estimated $213K.
  • Annex Advisory Services first reported a position in Prudential Financial in Q1 2017 and held it in 15 quarters.
  • Annex Advisory Services's Prudential Financial position peaked at $947K in Q2 2017.
  • 215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.