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Applied Finance Capital Management’s Prudential Financial PRU Stock Holding History

Applied Finance Capital Management’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 		$1.03M Buy
9,530
+1,915
+25% +$195K 0.08% 101
2026
Q1 		$744K Sell
7,615
-87
-1% -$9.01K 0.06% 121
2025
Q4 		$869K Sell
7,702
-848
-10% -$90.9K 0.06% 116
2025
Q3 		$887K Buy
8,550
+3,603
+73% +$379K 0.06% 122
2025
Q2 		$532K Sell
4,947
-2,441
-33% -$253K 0.04% 196
2025
Q1 		$825K Buy
7,388
+311
+4% +$35.4K 0.06% 139
2024
Q4 		$839K Sell
7,077
-5,369
-43% -$663K 0.04% 133
2024
Q3 		$1.51M Buy
12,446
+1,912
+18% +$226K 0.06% 82
2024
Q2 		$1.23M Buy
10,534
+7,579
+256% +$875K 0.06% 86
2024
Q1 		$347K Hold
2,955
– – 0.02% 64
2023
Q4 		$306K Sell
2,955
-154
-5% -$14.8K 0.03% 67
2023
Q3 		$295K Buy
3,109
+288
+10% +$27.2K 0.03% 62
2023
Q2 		$249K Buy
2,821
+355
+14% +$29.7K 0.03% 72
2023
Q1 		$204K Buy
2,466
+268
+12% +$25.6K 0.03% 71
2022
Q4 		$219K Buy
+2,198
New +$223K 0.03% 63

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

Applied Finance Capital Management's PRU Position: Q2 2026 in Review

Applied Finance Capital Management increased its Prudential Financial (PRU) stake by 25% in Q2 2026, buying an estimated $195K and bringing the position to 9,530 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #101.

Applied Finance Capital Management first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Applied Finance Capital Management held 9,530 shares of Prudential Financial worth $1.03M as of Q2 2026.
  • Applied Finance Capital Management bought 1,915 Prudential Financial shares in Q2 2026, an estimated $195K.
  • Prudential Financial made up 0.08% of Applied Finance Capital Management's portfolio in Q2 2026, its #101 holding.
  • Applied Finance Capital Management first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's Prudential Financial position peaked at $1.51M in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.