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Concurrent Investment Advisors’s Prudential Financial PRU Stock Holding History

Concurrent Investment Advisors’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 		$1.53M Sell
14,159
-1,129
-7% -$115K 0.01% 811
2026
Q1 		$1.49M Sell
15,288
-1,703
-10% -$176K 0.02% 715
2025
Q4 		$1.92M Buy
16,991
+3,025
+22% +$324K 0.02% 593
2025
Q3 		$1.45M Buy
13,966
+519
+4% +$54.6K 0.02% 550
2025
Q2 		$1.44M Sell
13,447
-1,069
-7% -$111K 0.03% 509
2025
Q1 		$1.62M Buy
14,516
+1,151
+9% +$131K 0.04% 412
2024
Q4 		$1.58M Sell
13,365
-9,612
-42% -$1.19M 0.04% 378
2024
Q3 		$2.78M Buy
22,977
+1,733
+8% +$205K 0.08% 235
2024
Q2 		$2.49M Sell
21,244
-3,032
-12% -$350K 0.08% 232
2024
Q1 		$2.85M Buy
24,276
+543
+2% +$58.5K 0.11% 186
2023
Q4 		$2.46M Buy
+23,733
New +$2.28M 0.12% 193

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

Concurrent Investment Advisors's PRU Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Prudential Financial (PRU) stake by 7.4% in Q2 2026, selling an estimated $115K and leaving 14,159 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #811.

Concurrent Investment Advisors first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q1 2024. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Concurrent Investment Advisors held 14,159 shares of Prudential Financial worth $1.53M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,129 Prudential Financial shares in Q2 2026, an estimated $115K.
  • Prudential Financial made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #811 holding.
  • Concurrent Investment Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Prudential Financial position peaked at $2.85M in Q1 2024.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.