Bellevue Asset Management’s Prudential Financial PRU Stock Holding History

Bellevue 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	$8.09K	Hold	75	–	–	﹤0.01%	309
2026 Q1	$7.33K	Hold	75	–	–	﹤0.01%	304
2025 Q4	$8.46K	Hold	75	–	–	﹤0.01%	293
2025 Q3	$7.78K	Hold	75	–	–	﹤0.01%	307
2025 Q2	$8.06K	Hold	75	–	–	﹤0.01%	296
2025 Q1	$8.38K	Hold	75	–	–	﹤0.01%	283
2024 Q4	$8.89K	Hold	75	–	–	﹤0.01%	289
2024 Q3	$9.08K	Hold	75	–	–	﹤0.01%	272
2024 Q2	$3.79K	Hold	75	–	–	﹤0.01%	346
2024 Q1	$8.8K	Hold	75	–	–	0.01%	263
2023 Q4	$7.78K	Hold	75	–	–	0.01%	271
2023 Q3	$7.12K	Hold	75	–	–	﹤0.01%	271
2023 Q2	$6.62K	Hold	75	–	–	﹤0.01%	286
2023 Q1	$6.21K	Hold	75	–	–	﹤0.01%	297
2022 Q4	$7.42K	Hold	75	–	–	0.01%	288
2022 Q3	$7K	Hold	75	–	–	0.01%	301
2022 Q2	$7K	Hold	75	–	–	0.01%	306
2022 Q1	$9K	Sell	75 -75	-50%	-$8.53K	0.01%	317
2021 Q4	$16K	Sell	150 -75	-33%	-$8.14K	0.01%	290
2021 Q3	$24K	Hold	225	–	–	0.01%	264
2021 Q2	$23K	Hold	225	–	–	0.01%	273
2021 Q1	$21K	Hold	225	–	–	0.01%	288
2020 Q4	$18K	Sell	225 -200	-47%	-$14.5K	0.01%	292
2020 Q3	$27K	Hold	425	–	–	0.02%	231
2020 Q2	$26K	Hold	425	–	–	0.03%	233
2020 Q1	$25K	Hold	425	–	–	0.03%	240
2019 Q4	$40K	Buy	+425	New	+$39K	0.03%	177

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's PRU Position: Q2 2026 in Review

Bellevue Asset Management held its Prudential Financial (PRU) position steady in Q2 2026 at 75 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Bellevue Asset Management first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $40K in Q4 2019. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Bellevue Asset Management held 75 shares of Prudential Financial worth $8.09K as of Q2 2026.
Bellevue Asset Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #309 holding.
Bellevue Asset Management first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Prudential Financial position peaked at $40K in Q4 2019.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.