Belpointe Asset Management’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 | $756K | Sell |
7,008
-3,523
| -33% | -$358K | 0.02% | 580 |
|
|
2026
Q1 | $1.03M | Buy |
10,531
+521
| +5% | +$54K | 0.04% | 445 |
|
|
2025
Q4 | $1.13M | Buy |
10,010
+227
| +2% | +$24.3K | 0.04% | 378 |
|
|
2025
Q3 | $1.01M | Buy |
9,783
+33
| +0.3% | +$3.48K | 0.04% | 398 |
|
|
2025
Q2 | $1.05M | Buy |
9,750
+417
| +4% | +$43.2K | 0.04% | 344 |
|
|
2025
Q1 | $1.04M | Buy |
9,333
+1,270
| +16% | +$145K | 0.05% | 324 |
|
|
2024
Q4 | $977K | Sell |
8,063
-279
| -3% | -$34.4K | 0.06% | 320 |
|
|
2024
Q3 | $1.01M | Buy |
8,342
+972
| +13% | +$115K | 0.06% | 314 |
|
|
2024
Q2 | $864K | Sell |
7,370
-101
| -1% | -$11.7K | 0.06% | 308 |
|
|
2024
Q1 | $877K | Buy |
7,471
+819
| +12% | +$88.3K | 0.07% | 302 |
|
|
2023
Q4 | $690K | Sell |
6,652
-47
| -0.7% | -$4.51K | 0.06% | 293 |
|
|
2023
Q3 | $636K | Buy |
6,699
+1,394
| +26% | +$132K | 0.07% | 275 |
|
|
2023
Q2 | $468K | Sell |
5,305
-1,588
| -23% | -$133K | 0.05% | 327 |
|
|
2023
Q1 | $570K | Buy |
6,893
+548
| +9% | +$52.3K | 0.03% | 510 |
|
|
2022
Q4 | $631K | Buy |
6,345
+120
| +2% | +$12.2K | 0.04% | 444 |
|
|
2022
Q3 | $535K | Buy |
6,225
+1,696
| +37% | +$163K | 0.04% | 482 |
|
|
2022
Q2 | $433K | Sell |
4,529
-681
| -13% | -$72.1K | 0.03% | 547 |
|
|
2022
Q1 | $616K | Buy |
5,210
+1,684
| +48% | +$191K | 0.04% | 466 |
|
|
2021
Q4 | $382K | Buy |
3,526
+434
| +14% | +$47.1K | 0.02% | 616 |
|
|
2021
Q3 | $325K | Sell |
3,092
-264
| -8% | -$27.2K | 0.02% | 652 |
|
|
2021
Q2 | $343K | Buy |
3,356
+484
| +17% | +$49.4K | 0.02% | 627 |
|
|
2021
Q1 | $261K | Buy |
2,872
+1,263
| +78% | +$108K | 0.02% | 646 |
|
|
2020
Q4 | $126K | Sell |
1,609
-340
| -17% | -$24.6K | 0.01% | 866 |
|
|
2020
Q3 | $101K | Buy |
+1,949
| New | +$128K | 0.01% | 771 |
|
|
2020
Q1 | – | Sell |
-3,760
| Closed | -$353K | – | 744 |
|
|
2019
Q4 | $353K | Sell |
3,760
-642
| -15% | -$59K | 0.04% | 410 |
|
|
2019
Q3 | $396K | Buy |
4,402
+550
| +14% | +$49.8K | 0.06% | 340 |
|
|
2019
Q2 | $389K | Buy |
3,852
+205
| +6% | +$20.4K | 0.08% | 277 |
|
|
2019
Q1 | $335K | Buy |
3,647
+472
| +15% | +$43.5K | 0.07% | 226 |
|
|
2018
Q4 | $259K | Buy |
3,175
+806
| +34% | +$74.2K | 0.07% | 299 |
|
|
2018
Q3 | $240K | Buy |
+2,369
| New | +$234K | 0.04% | 409 |
|
|
2018
Q1 | – | Sell |
-6,004
| Closed | -$690K | – | 447 |
|
|
2017
Q4 | $690K | Buy |
+6,004
| New | +$674K | 0.15% | 152 |
|
Other funds holding PRU
Belpointe Asset Management's PRU Position: Q2 2026 in Review
Belpointe Asset Management reduced its Prudential Financial (PRU) stake by 33% in Q2 2026, selling an estimated $358K and leaving 7,008 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #580.
Belpointe Asset Management first reported a position in PRU in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.13M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Belpointe Asset Management held 7,008 shares of Prudential Financial worth $756K as of Q2 2026.
- Belpointe Asset Management sold 3,523 Prudential Financial shares in Q2 2026, an estimated $358K.
- Prudential Financial made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #580 holding.
- Belpointe Asset Management first reported a position in Prudential Financial in Q4 2017 and has held it in 31 quarters since.
- Belpointe Asset Management's Prudential Financial position peaked at $1.13M in Q4 2025.
- 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.