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Copley Financial Group’s Prudential Financial PRU Stock Holding History

Copley Financial Group’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 		$233K Sell
2,155
-1,297
-38% -$132K 0.14% 106
2026
Q1 		$337K Sell
3,452
-201
-6% -$20.8K 0.2% 86
2025
Q4 		$412K Sell
3,653
-218
-6% -$23.4K 0.26% 68
2025
Q3 		$402K Buy
+3,871
New +$408K 0.27% 68

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

Copley Financial Group's PRU Position: Q2 2026 in Review

Copley Financial Group reduced its Prudential Financial (PRU) stake by 38% in Q2 2026, selling an estimated $132K and leaving 2,155 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #106.

Copley Financial Group first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Copley Financial Group held 2,155 shares of Prudential Financial worth $233K as of Q2 2026.
  • Copley Financial Group sold 1,297 Prudential Financial shares in Q2 2026, an estimated $132K.
  • Prudential Financial made up 0.14% of Copley Financial Group's portfolio in Q2 2026, its #106 holding.
  • Copley Financial Group first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • Copley Financial Group's Prudential Financial position peaked at $412K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.