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CSM Advisors’s Prudential Financial PRU Stock Holding History

CSM 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 		$503K Sell
4,665
-565
-11% -$57.5K 0.01% 369
2026
Q1 		$511K Hold
5,230
– – 0.01% 368
2025
Q4 		$590K Hold
5,230
– – 0.02% 362
2025
Q3 		$543K Hold
5,230
– – 0.02% 370
2025
Q2 		$562K Buy
+5,230
New +$542K 0.02% 328

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

CSM Advisors's PRU Position: Q2 2026 in Review

CSM Advisors reduced its Prudential Financial (PRU) stake by 11% in Q2 2026, selling an estimated $57.5K and leaving 4,665 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #369.

CSM Advisors first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $590K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • CSM Advisors held 4,665 shares of Prudential Financial worth $503K as of Q2 2026.
  • CSM Advisors sold 565 Prudential Financial shares in Q2 2026, an estimated $57.5K.
  • Prudential Financial made up 0.01% of CSM Advisors's portfolio in Q2 2026, its #369 holding.
  • CSM Advisors first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Prudential Financial position peaked at $590K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.