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Cary Street Partners Investment Advisory’s Prudential Financial PRU Stock Holding History

Cary Street Partners Investment Advisory’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 		$129K Buy
1,196
+284
+31% +$28.9K 0.03% 460
2026
Q1 		$89.1K Buy
912
+401
+78% +$41.5K 0.02% 469
2025
Q4 		$57.7K Sell
511
-30
-6% -$3.22K 0.02% 494
2025
Q3 		$56.1K Buy
541
+132
+32% +$13.9K 0.02% 427
2025
Q2 		$43.9K Sell
409
-16
-4% -$1.66K 0.02% 410
2025
Q1 		$47.5K Buy
425
+225
+113% +$25.6K 0.03% 373
2024
Q4 		$23.7K Sell
200
-32,971
-99% -$4.07M 0.02% 399
2024
Q3 		$4.02M Buy
33,171
+3,752
+13% +$444K 0.15% 158
2024
Q2 		$3.45M Buy
29,419
+244
+0.8% +$28.2K 0.14% 171
2024
Q1 		$3.43M Sell
29,175
-2,127
-7% -$229K 0.14% 166
2023
Q4 		$3.25M Sell
31,302
-1,295
-4% -$124K 0.15% 167
2023
Q3 		$3.09M Buy
32,597
+27,173
+501% +$2.57M 0.17% 160
2023
Q2 		$479K Sell
5,424
-218
-4% -$18.2K 0.03% 365
2023
Q1 		$467K Sell
5,642
-94
-2% -$8.97K 0.03% 344
2022
Q4 		$571K Sell
5,736
-384
-6% -$38.9K 0.04% 312
2022
Q3 		$525K Sell
6,120
-602
-9% -$57.9K 0.04% 305
2022
Q2 		$643K Buy
6,722
+3,980
+145% +$421K 0.05% 271
2022
Q1 		$324K Buy
2,742
+27
+1% +$3.07K 0.09% 200
2021
Q4 		$294K Buy
2,715
+279
+11% +$30.3K 0.08% 213
2021
Q3 		$256K Buy
2,436
+103
+4% +$10.6K 0.08% 207
2021
Q2 		$239K Buy
2,333
+2,193
+1,566% +$224K 0.08% 212
2021
Q1 		$13K Sell
140
-3,132
-96% -$268K 0.01% 300
2020
Q4 		$255K Sell
3,272
-47,540
-94% -$3.44M 0.05% 279
2020
Q3 		$3.23M Buy
+50,812
New +$3.34M 0.68% 44

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's PRU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Prudential Financial (PRU) stake by 31% in Q2 2026, buying an estimated $28.9K and bringing the position to 1,196 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #460.

Cary Street Partners Investment Advisory first reported a position in PRU in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.02M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,196 shares of Prudential Financial worth $129K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 284 Prudential Financial shares in Q2 2026, an estimated $28.9K.
  • Prudential Financial made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #460 holding.
  • Cary Street Partners Investment Advisory first reported a position in Prudential Financial in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Prudential Financial position peaked at $4.02M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.