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Cornerstone Planning Group’s Prudential Financial PRU Stock Holding History

Cornerstone Planning 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 		$124K Sell
1,047
-8
-0.8% -$813 0.02% 214
2026
Q1 		$106K Sell
1,055
-10
-0.9% -$1.04K 0.01% 240
2025
Q4 		$115K Buy
1,065
+771
+262% +$82.7K 0.02% 199
2025
Q3 		$8.25K Sell
294
-508
-63% -$53.5K ﹤0.01% 821
2025
Q2 		$82.7K Sell
802
-136
-14% -$14.1K 0.02% 168
2025
Q1 		$95.3K Buy
938
+427
+84% +$48.7K 0.02% 147
2024
Q4 		$61.6K Sell
511
-12
-2% -$1.48K 0.02% 162
2024
Q3 		$65.5K Buy
523
+69
+15% +$8.16K 0.02% 157
2024
Q2 		$47.9K Sell
454
-20
-4% -$2.31K 0.01% 205
2024
Q1 		$53.2K Sell
474
-99
-17% -$10.7K 0.02% 168
2023
Q4 		$59.5K Hold
573
– – 0.02% 163
2023
Q3 		$54.4K Sell
573
-178
-24% -$16.8K 0.02% 173
2023
Q2 		$66.2K Buy
+751
New +$62.8K 0.03% 197
2022
Q4 		$116K Buy
+1,198
New +$121K 0.05% 140

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's PRU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Prudential Financial (PRU) stake by 0.76% in Q2 2026, selling an estimated $813 and leaving 1,047 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #214.

Cornerstone Planning Group first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. 852 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Cornerstone Planning Group held 1,047 shares of Prudential Financial worth $124K as of Q2 2026.
  • Cornerstone Planning Group sold 8 Prudential Financial shares in Q2 2026, an estimated $813.
  • Prudential Financial made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #214 holding.
  • Cornerstone Planning Group first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
  • 852 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.