Cerity Partners
PRU icon

Cerity Partners’s Prudential Financial PRU Stock Holding History

Cerity Partners’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 		$19.1M Buy
177,063
+116,909
+194% +$11.9M 0.02% 500
2026
Q1 		$5.88M Sell
60,154
-81,256
-57% -$8.42M 0.01% 929
2025
Q4 		$16M Buy
141,410
+12,110
+9% +$1.3M 0.02% 478
2025
Q3 		$13.4M Sell
129,300
-5,010
-4% -$528K 0.02% 477
2025
Q2 		$14.4M Buy
134,310
+11,341
+9% +$1.18M 0.03% 429
2025
Q1 		$13.7M Sell
122,969
-13,206
-10% -$1.5M 0.03% 417
2024
Q4 		$16.2M Buy
136,175
+5,397
+4% +$666K 0.04% 366
2024
Q3 		$15.8M Buy
130,778
+5,011
+4% +$592K 0.04% 368
2024
Q2 		$14.7M Sell
125,767
-13,960
-10% -$1.61M 0.04% 332
2024
Q1 		$16.4M Buy
139,727
+24,071
+21% +$2.59M 0.04% 337
2023
Q4 		$12M Sell
115,656
-4,724
-4% -$453K 0.04% 337
2023
Q3 		$11.4M Sell
120,380
-17,118
-12% -$1.62M 0.06% 271
2023
Q2 		$12.1M Buy
137,498
+53,461
+64% +$4.47M 0.05% 323
2023
Q1 		$7.03M Sell
84,037
-12,067
-13% -$1.15M 0.02% 427
2022
Q4 		$9.56M Sell
96,104
-38,609
-29% -$3.91M 0.06% 271
2022
Q3 		$11.6M Sell
134,713
-24,139
-15% -$2.32M 0.14% 137
2022
Q2 		$15.2M Buy
158,852
+146,121
+1,148% +$15.5M 0.17% 126
2022
Q1 		$1.5M Buy
12,731
+8,162
+179% +$928K 0.02% 375
2021
Q4 		$498K Buy
+4,569
New +$496K 0.01% 599
2018
Q4 		– Sell
-1,977
Closed -$200K – 545
2018
Q3 		$200K Sell
1,977
-249
-11% -$24.5K 0.01% 514
2018
Q2 		$208K Buy
+2,226
New +$225K 0.02% 509
2018
Q1 		– Sell
-2,747
Closed -$316K – 570
2017
Q4 		$316K Sell
2,747
-326
-11% -$36.6K 0.02% 434
2017
Q3 		$327K Sell
3,073
-80,939
-96% -$8.65M 0.02% 413
2017
Q2 		$7.32M Buy
84,012
+80,511
+2,300% +$8.55M 0.61% 30
2017
Q1 		$373K Buy
+3,501
New +$378K 0.03% 294

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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

Cerity Partners's PRU Position: Q2 2026 in Review

Cerity Partners increased its Prudential Financial (PRU) stake by 194% in Q2 2026, buying an estimated $11.9M and bringing the position to 177,063 shares worth $19.1M. The position accounts for 0.02% of the portfolio, ranked #500.

Cerity Partners first reported a position in PRU in Q1 2017 and has held it in 25 quarters since. 1,335 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Cerity Partners held 177,063 shares of Prudential Financial worth $19.1M as of Q2 2026.
  • Cerity Partners bought 116,909 Prudential Financial shares in Q2 2026, an estimated $11.9M.
  • Prudential Financial made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #500 holding.
  • Cerity Partners first reported a position in Prudential Financial in Q1 2017 and has held it in 25 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.