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CBIZ Investment Advisory Services’s Prudential Financial PRU Stock Holding History

CBIZ Investment Advisory Services’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 		$2.73K Hold
28
– – ﹤0.01% 297
2026
Q1 		$2.73K Sell
28
-81
-74% -$8.39K ﹤0.01% 297
2025
Q4 		$12.3K Sell
109
-12
-10% -$1.29K ﹤0.01% 346
2025
Q3 		$12.6K Buy
121
+12
+11% +$1.26K ﹤0.01% 316
2025
Q2 		$11.7K Sell
109
-10
-8% -$1.04K ﹤0.01% 327
2025
Q1 		$13.3K Buy
+119
New +$13.6K ﹤0.01% 287

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

CBIZ Investment Advisory Services's PRU Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Prudential Financial (PRU) position steady in Q2 2026 at 28 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

CBIZ Investment Advisory Services first reported a position in PRU in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.3K in Q1 2025. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • CBIZ Investment Advisory Services held 28 shares of Prudential Financial worth $2.73K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #297 holding.
  • CBIZ Investment Advisory Services first reported a position in Prudential Financial in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Prudential Financial position peaked at $13.3K in Q1 2025.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.