BSW
PRU icon

Buckingham Strategic Wealth’s Prudential Financial PRU Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$736K Buy
6,277
+186
+3% +$21.5K 0.01% 387
2024
Q1 		$715K Buy
6,091
+9
+0.1% +$970 0.01% 395
2023
Q4 		$631K Buy
6,082
+265
+5% +$25.4K 0.01% 403
2023
Q3 		$552K Buy
5,817
+67
+1% +$6.34K 0.01% 402
2023
Q2 		$507K Buy
5,750
+546
+10% +$45.7K 0.01% 418
2023
Q1 		$518K Hold
5,204
– – 0.01% 372
2022
Q4 		$518K Sell
5,204
-58
-1% -$5.87K 0.01% 374
2022
Q3 		$451K Buy
5,262
+108
+2% +$10.4K 0.01% 388
2022
Q2 		$493K Sell
5,154
-716
-12% -$75.8K 0.01% 378
2022
Q1 		$694K Sell
5,870
-333
-5% -$37.9K 0.01% 308
2021
Q4 		$671K Sell
6,203
-130
-2% -$14.1K 0.01% 312
2021
Q3 		$666K Buy
6,333
+661
+12% +$68.1K 0.01% 306
2021
Q2 		$581K Buy
5,672
+261
+5% +$26.7K 0.01% 326
2021
Q1 		$493K Buy
5,411
+419
+8% +$35.9K 0.02% 328
2020
Q4 		$390K Buy
4,992
+531
+12% +$38.4K 0.02% 366
2020
Q3 		$283K Buy
4,461
+531
+14% +$34.9K 0.02% 379
2020
Q2 		$239K Buy
+3,930
New +$231K 0.02% 356
2020
Q1 		– Sell
-3,762
Closed -$353K – 506
2019
Q4 		$353K Buy
3,762
+586
+18% +$53.8K 0.03% 319
2019
Q3 		$286K Buy
3,176
+387
+14% +$35.1K 0.03% 331
2019
Q2 		$282K Buy
+2,789
New +$278K 0.03% 355
2016
Q2 		– Sell
-4,415
Closed -$319K – 259
2016
Q1 		$319K Buy
+4,415
New +$308K 0.11% 141

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's PRU Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Prudential Financial (PRU) stake by 3.1% in Q2 2024, buying an estimated $21.5K and bringing the position to 6,277 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #387.

Buckingham Strategic Wealth first reported a position in PRU in Q1 2016 and has held it in 21 quarters since. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Buckingham Strategic Wealth held 6,277 shares of Prudential Financial worth $736K as of Q2 2024.
  • Buckingham Strategic Wealth bought 186 Prudential Financial shares in Q2 2024, an estimated $21.5K.
  • Prudential Financial made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #387 holding.
  • Buckingham Strategic Wealth first reported a position in Prudential Financial in Q1 2016 and has held it in 21 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.