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Beese Fulmer Investment Management’s Prudential Financial PRU Stock Holding History

Beese Fulmer Investment 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 		$235K Buy
+2,181
New +$222K 0.01% 350
2020
Q3 		– Sell
-608
Closed -$37K – 450
2020
Q2 		$37K Buy
+608
New +$35.7K 0.01% 354

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 $3.37T AUM 44.26% 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

Beese Fulmer Investment Management's PRU Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Prudential Financial (PRU) in Q2 2026: 2,181 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in PRU as recently as Q2 2020.

Beese Fulmer Investment Management first reported a position in PRU in Q2 2020 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Beese Fulmer Investment Management held 2,181 shares of Prudential Financial worth $235K as of Q2 2026.
  • Prudential Financial was a new Beese Fulmer Investment Management position in Q2 2026.
  • Prudential Financial made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #350 holding.
  • Beese Fulmer Investment Management first reported a position in Prudential Financial in Q2 2020 and has held it in 2 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.