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Disciplined Equity Management’s Prudential Financial PRU Stock Holding History

Disciplined Equity Management’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 		$2.53M Buy
23,430
+1,660
+8% +$169K 1.12% 8
2026
Q1 		$2.13M Buy
21,770
+2,460
+13% +$255K 1.07% 13
2025
Q4 		$2.18M Sell
19,310
-170
-0.9% -$18.2K 1.13% 10
2025
Q3 		$2.02M Sell
19,480
-198
-1% -$20.8K 1.1% 12
2025
Q2 		$2.11M Buy
19,678
+3,258
+20% +$338K 1.24% 11
2025
Q1 		$1.83M Buy
16,420
+210
+1% +$23.9K 1.28% 14
2024
Q4 		$1.92M Buy
16,210
+52
+0.3% +$6.42K 1.25% 12
2024
Q3 		$1.96M Sell
16,158
-730
-4% -$86.3K 1.24% 12
2024
Q2 		$1.98M Buy
16,888
+40
+0.2% +$4.62K 1.3% 11
2024
Q1 		$1.98M Sell
16,848
-400
-2% -$43.1K 1.31% 10
2023
Q4 		$1.79M Buy
17,248
+8
+0% +$767 1.23% 11
2023
Q3 		$1.64M Hold
17,240
– – 1.37% 11
2023
Q2 		$1.52M Sell
17,240
-100
-0.6% -$8.37K 1.24% 12
2023
Q1 		$1.43M Buy
17,340
+400
+2% +$38.2K 1.21% 15
2022
Q4 		$1.69M Hold
16,940
– – 1.49% 12
2022
Q3 		$1.45M Buy
16,940
+820
+5% +$78.9K 1.43% 12
2022
Q2 		$1.54M Buy
16,120
+620
+4% +$65.6K 1.4% 12
2022
Q1 		$1.83M Buy
15,500
+4,850
+46% +$551K 1.84% 9
2021
Q4 		$1.15M Buy
+10,650
New +$1.16M 1.11% 18

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Disciplined Equity Management's PRU Position: Q2 2026 in Review

Disciplined Equity Management increased its Prudential Financial (PRU) stake by 7.6% in Q2 2026, buying an estimated $169K and bringing the position to 23,430 shares worth $2.53M. The position accounts for 1.12% of the portfolio, ranked #8.

Disciplined Equity Management first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. 572 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Disciplined Equity Management held 23,430 shares of Prudential Financial worth $2.53M as of Q2 2026.
  • Disciplined Equity Management bought 1,660 Prudential Financial shares in Q2 2026, an estimated $169K.
  • Prudential Financial made up 1.12% of Disciplined Equity Management's portfolio in Q2 2026, its #8 holding.
  • Disciplined Equity Management first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • 572 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.