COMPASS FINANCIAL MANAGEMENT LLC’s Prudential Financial PRU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$610K	Buy	+5,561	New	+$565K	0.07%	244

Other funds holding PRU

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

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

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

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 Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PRU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Prudential Financial (PRU) in Q2 2026: 5,561 shares worth $610K. The stake represents 0.07% of the portfolio and ranks #244 among its holdings.

1,070 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,561 shares of Prudential Financial worth $610K as of Q2 2026.
Prudential Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Prudential Financial made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #244 holding.
1,070 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.