Burney Company’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.43M | Sell |
22,543
-2,623
| -10% | -$267K | 0.07% | 215 |
|
|
2026
Q1 | $2.46M | Buy |
25,166
+11,472
| +84% | +$1.19M | 0.08% | 197 |
|
|
2025
Q4 | $1.55M | Sell |
13,694
-894
| -6% | -$95.9K | 0.05% | 280 |
|
|
2025
Q3 | $1.51M | Sell |
14,588
-4,269
| -23% | -$450K | 0.05% | 266 |
|
|
2025
Q2 | $2.03M | Sell |
18,857
-13,908
| -42% | -$1.44M | 0.07% | 225 |
|
|
2025
Q1 | $3.66M | Sell |
32,765
-4
| -0% | -$456 | 0.13% | 152 |
|
|
2024
Q4 | $3.88M | Buy |
32,769
+2,248
| +7% | +$278K | 0.14% | 155 |
|
|
2024
Q3 | $3.7M | Sell |
30,521
-406
| -1% | -$48K | 0.13% | 160 |
|
|
2024
Q2 | $3.62M | Sell |
30,927
-1,381
| -4% | -$159K | 0.14% | 171 |
|
|
2024
Q1 | $3.79M | Sell |
32,308
-165
| -0.5% | -$17.8K | 0.14% | 164 |
|
|
2023
Q4 | $3.37M | Sell |
32,473
-132
| -0.4% | -$12.7K | 0.14% | 168 |
|
|
2023
Q3 | $3.09M | Sell |
32,605
-565
| -2% | -$53.4K | 0.15% | 168 |
|
|
2023
Q2 | $2.93M | Sell |
33,170
-14,605
| -31% | -$1.22M | 0.13% | 183 |
|
|
2023
Q1 | $3.95M | Buy |
47,775
+21,810
| +84% | +$2.08M | 0.19% | 144 |
|
|
2022
Q4 | $2.58M | Sell |
25,965
-14,989
| -37% | -$1.52M | 0.13% | 177 |
|
|
2022
Q3 | $3.51M | Buy |
40,954
+12,001
| +41% | +$1.16M | 0.19% | 143 |
|
|
2022
Q2 | $2.77M | Buy |
28,953
+99
| +0.3% | +$10.5K | 0.15% | 166 |
|
|
2022
Q1 | $3.41M | Sell |
28,854
-10,788
| -27% | -$1.23M | 0.16% | 168 |
|
|
2021
Q4 | $4.29M | Buy |
39,642
+10,880
| +38% | +$1.18M | 0.19% | 151 |
|
|
2021
Q3 | $3.03M | Sell |
28,762
-1,768
| -6% | -$182K | 0.14% | 175 |
|
|
2021
Q2 | $3.13M | Buy |
30,530
+142
| +0.5% | +$14.5K | 0.15% | 175 |
|
|
2021
Q1 | $2.77M | Sell |
30,388
-3,348
| -10% | -$287K | 0.14% | 184 |
|
|
2020
Q4 | $2.63M | Sell |
33,736
-46,616
| -58% | -$3.37M | 0.14% | 178 |
|
|
2020
Q3 | $5.1M | Sell |
80,352
-3,627
| -4% | -$238K | 0.32% | 96 |
|
|
2020
Q2 | $5.11M | Sell |
83,979
-3,979
| -5% | -$234K | 0.33% | 88 |
|
|
2020
Q1 | $4.59M | Buy |
87,958
+4,218
| +5% | +$335K | 0.35% | 82 |
|
|
2019
Q4 | $7.85M | Buy |
83,740
+893
| +1% | +$82K | 0.43% | 77 |
|
|
2019
Q3 | $7.45M | Buy |
82,847
+12,958
| +19% | +$1.17M | 0.45% | 80 |
|
|
2019
Q2 | $7.06M | Buy |
69,889
+8,852
| +15% | +$882K | 0.43% | 76 |
|
|
2019
Q1 | $5.61M | Buy |
61,037
+15,862
| +35% | +$1.46M | 0.35% | 96 |
|
|
2018
Q4 | $3.68M | Buy |
45,175
+84
| +0.2% | +$7.74K | 0.26% | 122 |
|
|
2018
Q3 | $4.57M | Sell |
45,091
-2,540
| -5% | -$250K | 0.27% | 116 |
|
|
2018
Q2 | $4.45M | Buy |
47,631
+44,205
| +1,290% | +$4.47M | 0.26% | 121 |
|
|
2018
Q1 | $355K | Sell |
3,426
-131
| -4% | -$14.8K | 0.02% | 326 |
|
|
2017
Q4 | $409K | Buy |
3,557
+1,468
| +70% | +$165K | 0.02% | 315 |
|
|
2017
Q3 | $221K | Hold |
2,089
| – | – | 0.01% | 373 |
|
|
2017
Q2 | $226K | Hold |
2,089
| – | – | 0.01% | 367 |
|
|
2017
Q1 | $223K | Sell |
2,089
-25
| -1% | -$2.7K | 0.01% | 362 |
|
|
2016
Q4 | $220K | Buy |
+2,114
| New | +$200K | 0.02% | 357 |
|
Other funds holding PRU
Burney Company's PRU Position: Q2 2026 in Review
Burney Company reduced its Prudential Financial (PRU) stake by 10% in Q2 2026, selling an estimated $267K and leaving 22,543 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #215.
Burney Company first reported a position in PRU in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.85M in Q4 2019. 1,406 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Burney Company held 22,543 shares of Prudential Financial worth $2.43M as of Q2 2026.
- Burney Company sold 2,623 Prudential Financial shares in Q2 2026, an estimated $267K.
- Prudential Financial made up 0.07% of Burney Company's portfolio in Q2 2026, its #215 holding.
- Burney Company first reported a position in Prudential Financial in Q4 2016 and has held it in 39 quarters since.
- Burney Company's Prudential Financial position peaked at $7.85M in Q4 2019.
- 1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.