Creative Planning’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.5M | Buy |
115,560
+12,038
| +12% | +$1.22M | 0.01% | 734 |
|
|
2026
Q1 | $10.1M | Buy |
103,522
+37,417
| +57% | +$3.88M | 0.01% | 686 |
|
|
2025
Q4 | $7.46M | Buy |
66,105
+1,608
| +2% | +$172K | 0.01% | 751 |
|
|
2025
Q3 | $6.69M | Sell |
64,497
-4,151
| -6% | -$437K | 0.01% | 733 |
|
|
2025
Q2 | $7.38M | Sell |
68,648
-10,232
| -13% | -$1.06M | 0.01% | 616 |
|
|
2025
Q1 | $8.81M | Sell |
78,880
-6,048
| -7% | -$689K | 0.01% | 528 |
|
|
2024
Q4 | $10.1M | Sell |
84,928
-7,534
| -8% | -$930K | 0.01% | 443 |
|
|
2024
Q3 | $11.2M | Sell |
92,462
-2,752
| -3% | -$325K | 0.01% | 406 |
|
|
2024
Q2 | $11.2M | Buy |
95,214
+9,889
| +12% | +$1.14M | 0.01% | 384 |
|
|
2024
Q1 | $10M | Buy |
85,325
+1,360
| +2% | +$147K | 0.01% | 409 |
|
|
2023
Q4 | $8.71M | Sell |
83,965
-35,552
| -30% | -$3.41M | 0.02% | 411 |
|
|
2023
Q3 | $11.3M | Sell |
119,517
-112,981
| -49% | -$10.7M | 0.02% | 331 |
|
|
2023
Q2 | $20.5M | Buy |
232,498
+714
| +0.3% | +$59.7K | 0.03% | 218 |
|
|
2023
Q1 | $19.2M | Sell |
231,784
-889
| -0.4% | -$84.8K | 0.03% | 222 |
|
|
2022
Q4 | $23.1M | Buy |
232,673
+16,734
| +8% | +$1.69M | 0.03% | 195 |
|
|
2022
Q3 | $18.5M | Buy |
215,939
+288
| +0.1% | +$27.7K | 0.03% | 202 |
|
|
2022
Q2 | $20.6M | Sell |
215,651
-3,353
| -2% | -$355K | 0.03% | 189 |
|
|
2022
Q1 | $25.9M | Buy |
219,004
+185,593
| +555% | +$21.1M | 0.04% | 170 |
|
|
2021
Q4 | $3.62M | Sell |
33,411
-66
| -0.2% | -$7.17K | 0.01% | 507 |
|
|
2021
Q3 | $3.52M | Sell |
33,477
-6,166
| -16% | -$635K | 0.01% | 512 |
|
|
2021
Q2 | $4.06M | Buy |
39,643
+4,382
| +12% | +$448K | 0.01% | 463 |
|
|
2021
Q1 | $3.21M | Buy |
35,261
+684
| +2% | +$58.6K | 0.01% | 540 |
|
|
2020
Q4 | $2.7M | Buy |
34,577
+785
| +2% | +$56.7K | 0.01% | 559 |
|
|
2020
Q3 | $2.15M | Buy |
33,792
+1,276
| +4% | +$83.9K | 0.01% | 544 |
|
|
2020
Q2 | $1.98M | Buy |
32,516
+2,268
| +7% | +$133K | 0.01% | 501 |
|
|
2020
Q1 | $1.58M | Sell |
30,248
-797
| -3% | -$63.3K | 0.01% | 496 |
|
|
2019
Q4 | $2.91M | Sell |
31,045
-902
| -3% | -$82.8K | 0.01% | 404 |
|
|
2019
Q3 | $2.87M | Buy |
31,947
+2,420
| +8% | +$219K | 0.01% | 405 |
|
|
2019
Q2 | $2.98M | Buy |
29,527
+5,183
| +21% | +$517K | 0.01% | 388 |
|
|
2019
Q1 | $2.24M | Buy |
24,344
+979
| +4% | +$90.3K | 0.01% | 429 |
|
|
2018
Q4 | $1.91M | Buy |
23,365
+1,133
| +5% | +$104K | 0.01% | 431 |
|
|
2018
Q3 | $2.25M | Sell |
22,232
-1,668
| -7% | -$164K | 0.01% | 452 |
|
|
2018
Q2 | $2.23M | Buy |
23,900
+668
| +3% | +$67.5K | 0.01% | 440 |
|
|
2018
Q1 | $2.41M | Sell |
23,232
-1,356
| -6% | -$153K | 0.01% | 420 |
|
|
2017
Q4 | $2.83M | Buy |
24,588
+754
| +3% | +$84.7K | 0.01% | 370 |
|
|
2017
Q3 | $2.53M | Buy |
23,834
+3,330
| +16% | +$356K | 0.01% | 394 |
|
|
2017
Q2 | $2.22M | Buy |
20,504
+7,112
| +53% | +$755K | 0.01% | 416 |
|
|
2017
Q1 | $1.43M | Buy |
13,392
+1,125
| +9% | +$121K | 0.01% | 541 |
|
|
2016
Q4 | $1.28M | Buy |
12,267
+200
| +2% | +$19K | 0.01% | 533 |
|
|
2016
Q3 | $985K | Buy |
12,067
+2,301
| +24% | +$177K | 0.01% | 598 |
|
|
2016
Q2 | $697K | Buy |
9,766
+305
| +3% | +$23K | 0.01% | 646 |
|
|
2016
Q1 | $683K | Sell |
9,461
-697
| -7% | -$48.6K | 0.01% | 627 |
|
|
2015
Q4 | $827K | Buy |
10,158
+2,032
| +25% | +$168K | 0.01% | 567 |
|
|
2015
Q3 | $619K | Buy |
+8,126
| New | +$682K | 0.01% | 659 |
|
|
2015
Q2 | – | Sell |
-6,933
| Closed | -$557K | – | 2515 |
|
|
2015
Q1 | $557K | Sell |
6,933
-219
| -3% | -$17.7K | 0.01% | 690 |
|
|
2014
Q4 | $647K | Buy |
7,152
+1,016
| +17% | +$87.3K | 0.01% | 601 |
|
|
2014
Q3 | $540K | Sell |
6,136
-10,267
| -63% | -$918K | 0.01% | 623 |
|
|
2014
Q2 | $1.46M | Sell |
16,403
-4,328
| -21% | -$364K | 0.02% | 292 |
|
|
2014
Q1 | $1.75M | Buy |
20,731
+15,618
| +305% | +$1.34M | 0.03% | 222 |
|
|
2013
Q4 | $471K | Sell |
5,113
-52
| -1% | -$4.44K | 0.01% | 533 |
|
|
2013
Q3 | $403K | Buy |
5,165
+1,637
| +46% | +$128K | 0.01% | 505 |
|
|
2013
Q2 | $258K | Buy |
+3,528
| New | +$229K | 0.01% | 602 |
|
Other funds holding PRU
Creative Planning's PRU Position: Q2 2026 in Review
Creative Planning increased its Prudential Financial (PRU) stake by 12% in Q2 2026, buying an estimated $1.22M and bringing the position to 115,560 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #734.
Creative Planning first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Creative Planning held 115,560 shares of Prudential Financial worth $12.5M as of Q2 2026.
- Creative Planning bought 12,038 Prudential Financial shares in Q2 2026, an estimated $1.22M.
- Prudential Financial made up 0.01% of Creative Planning's portfolio in Q2 2026, its #734 holding.
- Creative Planning first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Prudential Financial position peaked at $25.9M in Q1 2022.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.