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Compass Financial Management’s Prudential Financial PRU Stock Holding History

Compass Financial Management’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
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 $3.37T AUM 44.26% 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

Compass Financial Management's PRU Position: Q2 2026 in Review

Compass Financial Management 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.

1,335 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Compass Financial Management held 5,561 shares of Prudential Financial worth $610K as of Q2 2026.
  • Prudential Financial was a new Compass Financial Management position in Q2 2026.
  • Prudential Financial made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #244 holding.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.