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Apella Capital’s Prudential Financial PRU Stock Holding History

Apella Capital’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 		$351K Buy
3,044
+65
+2% +$6.61K 0.01% 560
2026
Q1 		$303K Buy
2,979
+106
+4% +$11K ﹤0.01% 556
2025
Q4 		$324K Buy
2,873
+60
+2% +$6.43K 0.01% 423
2025
Q3 		$281K Buy
2,813
+918
+48% +$96.7K 0.01% 403
2025
Q2 		$202K Sell
1,895
-110
-5% -$11.4K 0.01% 412
2025
Q1 		$208K Buy
+2,005
New +$228K 0.01% 369

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

Apella Capital's PRU Position: Q2 2026 in Review

Apella Capital increased its Prudential Financial (PRU) stake by 2.2% in Q2 2026, buying an estimated $6.61K and bringing the position to 3,044 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #560.

Apella Capital first reported a position in PRU in Q1 2025 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Apella Capital held 3,044 shares of Prudential Financial worth $351K as of Q2 2026.
  • Apella Capital bought 65 Prudential Financial shares in Q2 2026, an estimated $6.61K.
  • Prudential Financial made up 0.01% of Apella Capital's portfolio in Q2 2026, its #560 holding.
  • Apella Capital first reported a position in Prudential Financial in Q1 2025 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.