Bedel Financial Consulting’s Prudential Financial PRU Stock Holding History

Bedel Financial Consulting’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	$208K	Buy	+1,926	New	+$196K	0.02%	302
2026 Q1	–	Sell	-1,900	Closed	-$214K	–	304
2025 Q4	$214K	Buy	+1,900	New	+$204K	0.02%	272
2025 Q3	–	Sell	-1,968	Closed	-$211K	–	289
2025 Q2	$211K	Buy	+1,968	New	+$204K	0.03%	259
2025 Q1	–	Sell	-1,907	Closed	-$217K	–	270
2024 Q4	$217K	Buy	1,907 +2	+0.1%	+$247	0.03%	249
2024 Q3	$231K	Buy	1,905 +17	+0.9%	+$2.01K	0.03%	236
2024 Q2	$221K	Buy	1,888 +10	+0.5%	+$1.15K	0.03%	231
2024 Q1	$221K	Buy	+1,878	New	+$202K	0.03%	232
2023 Q4	–	Sell	-2,309	Closed	-$219K	–	249
2023 Q3	$219K	Sell	2,309 -41	-2%	-$3.88K	0.04%	213
2023 Q2	$207K	Buy	+2,350	New	+$197K	0.04%	228
2023 Q1	–	Sell	-2,338	Closed	-$233K	–	235
2022 Q4	$233K	Buy	+2,338	New	+$237K	0.06%	198
2022 Q2	–	Sell	-1,066	Closed	-$126K	–	703
2022 Q1	$126K	Hold	1,066	–	–	0.04%	239
2021 Q4	$115K	Hold	1,066	–	–	0.04%	259
2021 Q3	$112K	Hold	1,066	–	–	0.04%	257
2021 Q2	$109K	Buy	1,066 +289	+37%	+$29.5K	0.04%	253
2021 Q1	$71K	Hold	777	–	–	0.03%	317
2020 Q4	$61K	Buy	777 +100	+15%	+$7.23K	0.03%	289
2020 Q3	$43K	Hold	677	–	–	0.02%	322
2020 Q2	$41K	Sell	677 -135	-17%	-$7.93K	0.02%	304
2020 Q1	$42K	Buy	812 +25	+3%	+$1.99K	0.03%	285
2019 Q4	$74K	Buy	787 +24	+3%	+$2.2K	0.04%	246
2019 Q3	$69K	Hold	763	–	–	0.04%	250
2019 Q2	$77K	Sell	763 -15	-2%	-$1.5K	0.05%	231
2019 Q1	$72K	Hold	778	–	–	0.05%	225
2018 Q4	$63K	Buy	778 +349	+81%	+$32.1K	0.05%	228
2018 Q3	$41K	Buy	429 +83	+24%	+$8.18K	0.03%	293
2018 Q2	$32K	Hold	346	–	–	0.02%	315
2018 Q1	$36K	Buy	+346	New	+$39K	0.03%	306

Other funds holding PRU

NLI

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bedel Financial Consulting's PRU Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Prudential Financial (PRU) in Q2 2026: 1,926 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in PRU as recently as Q4 2025.

Bedel Financial Consulting first reported a position in PRU in Q1 2018 and has held it in 27 quarters since. The position peaked at $233K in Q4 2022. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Bedel Financial Consulting held 1,926 shares of Prudential Financial worth $208K as of Q2 2026.
Prudential Financial was a new Bedel Financial Consulting position in Q2 2026.
Prudential Financial made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #302 holding.
Bedel Financial Consulting first reported a position in Prudential Financial in Q1 2018 and has held it in 27 quarters since.
Bedel Financial Consulting's Prudential Financial position peaked at $233K in Q4 2022.
614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.