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BankPlus Trust Department’s Prudential Financial PRU Stock Holding History

BankPlus Trust Department’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 		$1.02M Buy
9,418
+263
+3% +$26.7K 0.24% 87
2026
Q1 		$894K Buy
9,155
+264
+3% +$27.3K 0.24% 90
2025
Q4 		$1M Buy
8,891
+975
+12% +$105K 0.26% 84
2025
Q3 		$821K Sell
7,916
-135
-2% -$14.2K 0.22% 95
2025
Q2 		$865K Buy
8,051
+327
+4% +$33.9K 0.26% 80
2025
Q1 		$863K Buy
7,724
+306
+4% +$34.9K 0.29% 73
2024
Q4 		$879K Buy
+7,418
New +$916K 0.29% 74

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's PRU Position: Q2 2026 in Review

BankPlus Trust Department increased its Prudential Financial (PRU) stake by 2.9% in Q2 2026, buying an estimated $26.7K and bringing the position to 9,418 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #87.

BankPlus Trust Department first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • BankPlus Trust Department held 9,418 shares of Prudential Financial worth $1.02M as of Q2 2026.
  • BankPlus Trust Department bought 263 Prudential Financial shares in Q2 2026, an estimated $26.7K.
  • Prudential Financial made up 0.24% of BankPlus Trust Department's portfolio in Q2 2026, its #87 holding.
  • BankPlus Trust Department first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.