Cypress Advisory Group’s Prudential Financial PRU Stock Holding History

Cypress Advisory 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	$324K	Hold	3,000	–	–	0.25%	74
2026 Q1	$293K	Hold	3,000	–	–	0.22%	71
2025 Q4	$339K	Hold	3,000	–	–	0.25%	65
2025 Q3	$311K	Hold	3,000	–	–	0.23%	63
2025 Q2	$322K	Hold	3,000	–	–	0.25%	59
2025 Q1	$335K	Sell	3,000 -992	-25%	-$113K	0.31%	53
2024 Q4	$473K	Buy	+3,992	New	+$493K	0.44%	48

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cypress Advisory Group's PRU Position: Q2 2026 in Review

Cypress Advisory Group held its Prudential Financial (PRU) position steady in Q2 2026 at 3,000 shares worth $324K. The position accounts for 0.25% of the portfolio, ranked #74.

Cypress Advisory Group first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q4 2024. 272 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Cypress Advisory Group held 3,000 shares of Prudential Financial worth $324K as of Q2 2026.
Cypress Advisory Group left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.25% of Cypress Advisory Group's portfolio in Q2 2026, its #74 holding.
Cypress Advisory Group first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Prudential Financial position peaked at $473K in Q4 2024.
272 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.