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Bollard Group’s Prudential Financial PRU Stock Holding History

Bollard Group’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 		$25K Buy
229
+3
+1% +$305 ﹤0.01% 250
2026
Q1 		$22K Buy
+226
New +$23.4K ﹤0.01% 259
2013
Q4 		– Sell
-2,300
Closed -$179K – 257
2013
Q3 		$179K Buy
+2,300
New +$180K 0.02% 178

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

Bollard Group's PRU Position: Q2 2026 in Review

Bollard Group increased its Prudential Financial (PRU) stake by 1.3% in Q2 2026, buying an estimated $305 and bringing the position to 229 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Bollard Group first reported a position in PRU in Q3 2013 and has held it in 3 quarters since. The position peaked at $179K in Q3 2013. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Bollard Group held 229 shares of Prudential Financial worth $25K as of Q2 2026.
  • Bollard Group bought 3 Prudential Financial shares in Q2 2026, an estimated $305.
  • Prudential Financial made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #250 holding.
  • Bollard Group first reported a position in Prudential Financial in Q3 2013 and has held it in 3 quarters since.
  • Bollard Group's Prudential Financial position peaked at $179K in Q3 2013.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.