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Belpointe Asset Management’s Prudential Financial PRU Stock Holding History

Belpointe 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 		$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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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. 614 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.
  • 614 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.