Atwood & Palmer’s Prudential Financial PRU Stock Holding History

Atwood & Palmer’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	$7.66K	Hold	71	–	–	﹤0.01%	386
2026 Q1	$6.94K	Hold	71	–	–	﹤0.01%	397
2025 Q4	$8.02K	Hold	71	–	–	﹤0.01%	396
2025 Q3	$7.37K	Hold	71	–	–	﹤0.01%	406
2025 Q2	$7.63K	Hold	71	–	–	﹤0.01%	415
2025 Q1	$7.93K	Hold	71	–	–	﹤0.01%	344
2024 Q4	$8.42K	Buy	+71	New	+$8.77K	﹤0.01%	353
2021 Q4	–	Sell	-44	Closed	-$5K	–	460
2021 Q3	$5K	Hold	44	–	–	﹤0.01%	381
2021 Q2	$5K	Sell	44 -80	-65%	-$8.17K	﹤0.01%	367
2021 Q1	$11K	Buy	124 +44	+55%	+$3.77K	﹤0.01%	342
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	336
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	292
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	287
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	281
2019 Q4	$7K	Hold	80	–	–	﹤0.01%	260
2019 Q3	$7K	Hold	80	–	–	﹤0.01%	263
2019 Q2	$8K	Hold	80	–	–	﹤0.01%	252
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	272
2018 Q4	$7K	Buy	+80	New	+$7.37K	﹤0.01%	265

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atwood & Palmer's PRU Position: Q2 2026 in Review

Atwood & Palmer held its Prudential Financial (PRU) position steady in Q2 2026 at 71 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Atwood & Palmer first reported a position in PRU in Q4 2018 and has held it in 19 quarters since. The position peaked at $11K in Q1 2021. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Atwood & Palmer held 71 shares of Prudential Financial worth $7.66K as of Q2 2026.
Atwood & Palmer left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #386 holding.
Atwood & Palmer first reported a position in Prudential Financial in Q4 2018 and has held it in 19 quarters since.
Atwood & Palmer's Prudential Financial position peaked at $11K in Q1 2021.
407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.