Center for Financial Planning’s Prudential Financial PRU Stock Holding History

Center for Financial Planning’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	$19.2K	Buy	178 +100	+128%	+$10.2K	﹤0.01%	428
2026 Q1	$7.59K	Hold	78	–	–	﹤0.01%	519
2025 Q4	$8.77K	Hold	78	–	–	﹤0.01%	508
2025 Q3	$8.06K	Hold	78	–	–	﹤0.01%	510
2025 Q2	$8.35K	Hold	78	–	–	﹤0.01%	480
2025 Q1	$8.67K	Hold	78	–	–	﹤0.01%	484
2024 Q4	$9.21K	Hold	78	–	–	﹤0.01%	430
2024 Q3	$9.41K	Sell	78 -20	-20%	-$2.36K	﹤0.01%	405
2024 Q2	$11.4K	Hold	98	–	–	﹤0.01%	381
2024 Q1	$11.5K	Buy	98 +20	+26%	+$2.15K	﹤0.01%	393
2023 Q4	$8.05K	Buy	78 +11	+16%	+$1.05K	﹤0.01%	396
2023 Q3	$6.33K	Hold	67	–	–	﹤0.01%	403
2023 Q2	$5.88K	Hold	67	–	–	﹤0.01%	438
2023 Q1	$5.52K	Buy	67 +31	+86%	+$2.96K	﹤0.01%	410
2022 Q4	$3.55K	Hold	36	–	–	﹤0.01%	433
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	491
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	454
2022 Q1	$4K	Hold	36	–	–	﹤0.01%	444
2021 Q4	$4K	Sell	36 -22	-38%	-$2.39K	﹤0.01%	448
2021 Q3	$6K	Buy	58 +22	+61%	+$2.27K	﹤0.01%	403
2021 Q2	$4K	Sell	36 -120	-77%	-$12.3K	﹤0.01%	429
2021 Q1	$14K	Buy	156 +120	+333%	+$10.3K	﹤0.01%	346
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	424
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	406
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	412
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	502
2019 Q4	$3K	Buy	+36	New	+$3.31K	﹤0.01%	413

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Center for Financial Planning's PRU Position: Q2 2026 in Review

Center for Financial Planning increased its Prudential Financial (PRU) stake by 128% in Q2 2026, buying an estimated $10.2K and bringing the position to 178 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Center for Financial Planning first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Center for Financial Planning held 178 shares of Prudential Financial worth $19.2K as of Q2 2026.
Center for Financial Planning bought 100 Prudential Financial shares in Q2 2026, an estimated $10.2K.
Prudential Financial made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #428 holding.
Center for Financial Planning first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.