Basepoint Wealth’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14K Buy
130
+25
+24% +$2.54K 0.01% 367
2026
Q1
$10.3K Sell
105
-156
-60% -$16.2K 0.01% 396
2025
Q4
$29.6K Buy
+261
New +$28K 0.02% 268

Other funds holding PRU

Basepoint Wealth's PRU Position: Q2 2026 in Review

Basepoint Wealth increased its Prudential Financial (PRU) stake by 24% in Q2 2026, buying an estimated $2.54K and bringing the position to 130 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #367.

Basepoint Wealth first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.6K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Basepoint Wealth held 130 shares of Prudential Financial worth $14K as of Q2 2026.
  • Basepoint Wealth bought 25 Prudential Financial shares in Q2 2026, an estimated $2.54K.
  • Prudential Financial made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #367 holding.
  • Basepoint Wealth first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Prudential Financial position peaked at $29.6K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.