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Callan Family Office’s Prudential Financial PRU Stock Holding History

Callan Family Office’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 		$1.08M Buy
9,972
+247
+3% +$25.1K 0.02% 578
2026
Q1 		$950K Sell
9,725
-1,363
-12% -$141K 0.02% 574
2025
Q4 		$1.25M Buy
11,088
+2,320
+26% +$249K 0.03% 478
2025
Q3 		$910K Sell
8,768
-5,149
-37% -$542K 0.03% 401
2025
Q2 		$1.5M Buy
13,917
+9,582
+221% +$993K 0.05% 317
2025
Q1 		$484K Sell
4,335
-2,446
-36% -$279K 0.04% 329
2024
Q4 		$804K Buy
6,781
+4,846
+250% +$598K 0.05% 287
2024
Q3 		$234K Buy
1,935
+132
+7% +$15.6K 0.04% 165
2024
Q2 		$211K Buy
+1,803
New +$208K 0.04% 146

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

Callan Family Office's PRU Position: Q2 2026 in Review

Callan Family Office increased its Prudential Financial (PRU) stake by 2.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 9,972 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #578.

Callan Family Office first reported a position in PRU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q2 2025. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Callan Family Office held 9,972 shares of Prudential Financial worth $1.08M as of Q2 2026.
  • Callan Family Office bought 247 Prudential Financial shares in Q2 2026, an estimated $25.1K.
  • Prudential Financial made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #578 holding.
  • Callan Family Office first reported a position in Prudential Financial in Q2 2024 and has held it in 9 quarters since.
  • Callan Family Office's Prudential Financial position peaked at $1.5M in Q2 2025.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.