Baker Avenue Asset Management’s Prudential Financial PRU Stock Holding History

Baker Avenue Asset 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	$335K	Buy	3,104 +952	+44%	+$96.8K	0.01%	648
2026 Q1	$210K	Buy	+2,152	New	+$223K	﹤0.01%	714
2023 Q4	–	Sell	-884	Closed	-$83.9K	–	1206
2023 Q3	$83.9K	Buy	884 +158	+22%	+$14.9K	﹤0.01%	446
2023 Q2	$64K	Buy	726 +647	+819%	+$54.1K	﹤0.01%	495
2023 Q1	$6.54K	Hold	79	–	–	﹤0.01%	832
2022 Q4	$7.86K	Buy	+79	New	+$8K	﹤0.01%	741
2016 Q1	–	Sell	-51,674	Closed	-$4.21M	–	197
2015 Q4	$4.21M	Buy	51,674 +7,554	+17%	+$624K	0.6%	49
2015 Q3	$3.36M	Sell	44,120 -563	-1%	-$47.2K	0.59%	49
2015 Q2	$3.91M	Sell	44,683 -594	-1%	-$50.4K	0.52%	57
2015 Q1	$3.64M	Buy	45,277 +3,108	+7%	+$252K	0.48%	64
2014 Q4	$3.81M	Buy	42,169 +2,526	+6%	+$217K	0.53%	54
2014 Q3	$3.49M	Buy	39,643 +3,858	+11%	+$345K	0.49%	60
2014 Q2	$3.18M	Buy	+35,785	New	+$3.01M	0.46%	69

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 $3.37T AUM 44.26% 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

Baker Avenue Asset Management's PRU Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Prudential Financial (PRU) stake by 44% in Q2 2026, buying an estimated $96.8K and bringing the position to 3,104 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #648.

Baker Avenue Asset Management first reported a position in PRU in Q2 2014 and has held it in 13 quarters since. The position peaked at $4.21M in Q4 2015. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Baker Avenue Asset Management held 3,104 shares of Prudential Financial worth $335K as of Q2 2026.
Baker Avenue Asset Management bought 952 Prudential Financial shares in Q2 2026, an estimated $96.8K.
Prudential Financial made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #648 holding.
Baker Avenue Asset Management first reported a position in Prudential Financial in Q2 2014 and has held it in 13 quarters since.
Baker Avenue Asset Management's Prudential Financial position peaked at $4.21M in Q4 2015.
1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.