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Brookwood Investment Group’s Prudential Financial PRU Stock Holding History

Brookwood Investment 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 		$211K Buy
+1,959
New +$199K 0.02% 491
2026
Q1 		– Sell
-2,814
Closed -$318K – 574
2025
Q4 		$318K Buy
2,814
+90
+3% +$9.65K 0.04% 378
2025
Q3 		$283K Buy
2,724
+37
+1% +$3.9K 0.04% 383
2025
Q2 		$289K Buy
+2,687
New +$278K 0.05% 339

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

Brookwood Investment Group's PRU Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in Prudential Financial (PRU) in Q2 2026: 1,959 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings. This is a return to the name: Brookwood Investment Group previously reported a position in PRU as recently as Q4 2025.

Brookwood Investment Group first reported a position in PRU in Q2 2025 and has held it in 4 quarters since. The position peaked at $318K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Brookwood Investment Group held 1,959 shares of Prudential Financial worth $211K as of Q2 2026.
  • Prudential Financial was a new Brookwood Investment Group position in Q2 2026.
  • Prudential Financial made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #491 holding.
  • Brookwood Investment Group first reported a position in Prudential Financial in Q2 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's Prudential Financial position peaked at $318K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.