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Bullock Wealth Management’s Prudential Financial PRU Stock Holding History

Bullock Wealth 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 		$8.63K Buy
78
+1
+1% +$102 ﹤0.01% 449
2026
Q1 		$7.54K Buy
77
+1
+1% +$104 ﹤0.01% 455
2025
Q4 		$8.59K Buy
76
+1
+1% +$107 ﹤0.01% 423
2025
Q3 		$7.77K Sell
75
-95
-56% -$10K ﹤0.01% 445
2025
Q2 		$18.5K Buy
170
+1
+0.6% +$104 0.01% 330
2025
Q1 		$18.9K Buy
169
+1
+0.6% +$114 0.01% 314
2024
Q4 		$19.9K Hold
168
– – 0.01% 323
2024
Q3 		$20K Buy
168
+1
+0.6% +$118 0.01% 309
2024
Q2 		$19.6K Sell
167
-53
-24% -$6.12K 0.01% 305
2024
Q1 		$25.5K Buy
+220
New +$23.7K 0.02% 286

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's PRU Position: Q2 2026 in Review

Bullock Wealth Management increased its Prudential Financial (PRU) stake by 1.3% in Q2 2026, buying an estimated $102 and bringing the position to 78 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Bullock Wealth Management first reported a position in PRU in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.5K in Q1 2024. 1,418 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Bullock Wealth Management held 78 shares of Prudential Financial worth $8.63K as of Q2 2026.
  • Bullock Wealth Management bought 1 Prudential Financial share in Q2 2026, an estimated $102.
  • Prudential Financial made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #449 holding.
  • Bullock Wealth Management first reported a position in Prudential Financial in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Prudential Financial position peaked at $25.5K in Q1 2024.
  • 1,418 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.