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Doliver Advisors’s Prudential Financial PRU Stock Holding History

Doliver 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 		$278K Sell
2,573
-58
-2% -$5.9K 0.06% 172
2026
Q1 		$257K Sell
2,631
-249
-9% -$25.8K 0.06% 162
2025
Q4 		$325K Sell
2,880
-252
-8% -$27K 0.08% 145
2025
Q3 		$325K Sell
3,132
-30
-0.9% -$3.16K 0.08% 150
2025
Q2 		$340K Sell
3,162
-30
-0.9% -$3.11K 0.09% 136
2025
Q1 		$356K Sell
3,192
-40
-1% -$4.56K 0.1% 122
2024
Q4 		$383K Sell
3,232
-149
-4% -$18.4K 0.11% 119
2024
Q3 		$409K Sell
3,381
-215
-6% -$25.4K 0.11% 108
2024
Q2 		$421K Sell
3,596
-154
-4% -$17.8K 0.12% 104
2024
Q1 		$440K Sell
3,750
-81
-2% -$8.73K 0.12% 100
2023
Q4 		$397K Sell
3,831
-253
-6% -$24.3K 0.12% 107
2023
Q3 		$388K Sell
4,084
-50
-1% -$4.73K 0.12% 105
2023
Q2 		$365K Sell
4,134
-87
-2% -$7.28K 0.11% 121
2023
Q1 		$349K Buy
4,221
+1,252
+42% +$119K 0.11% 116
2022
Q4 		$295K Sell
2,969
-75
-2% -$7.6K 0.1% 120
2022
Q3 		$261K Buy
3,044
+1
+0% +$96 0.1% 117
2022
Q2 		$291K Sell
3,043
-4
-0.1% -$423 0.1% 125
2022
Q1 		$360K Sell
3,047
-518
-15% -$58.9K 0.11% 118
2021
Q4 		$422K Sell
3,565
-1,008
-22% -$109K 0.13% 105
2021
Q3 		$481K Buy
4,573
+2
+0% +$206 0.16% 103
2021
Q2 		$468K Sell
4,571
-1,230
-21% -$126K 0.16% 92
2021
Q1 		$528K Sell
5,801
-918
-14% -$78.6K 0.2% 80
2020
Q4 		$525K Buy
6,719
+1,004
+18% +$72.5K 0.23% 73
2020
Q3 		$363K Buy
5,715
+369
+7% +$24.3K 0.18% 97
2020
Q2 		$326K Buy
5,346
+1,157
+28% +$67.9K 0.15% 94
2020
Q1 		$248K Buy
4,189
+1,414
+51% +$112K 0.12% 95
2019
Q4 		$260K Sell
2,775
-378
-12% -$34.7K 0.1% 89
2019
Q3 		$284K Buy
+3,153
New +$286K 0.11% 81

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
AV
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BB
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

Doliver Advisors's PRU Position: Q2 2026 in Review

Doliver Advisors reduced its Prudential Financial (PRU) stake by 2.2% in Q2 2026, selling an estimated $5.9K and leaving 2,573 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #172.

Doliver Advisors first reported a position in PRU in Q3 2019 and has held it in 28 quarters since. The position peaked at $528K in Q1 2021. 311 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Doliver Advisors held 2,573 shares of Prudential Financial worth $278K as of Q2 2026.
  • Doliver Advisors sold 58 Prudential Financial shares in Q2 2026, an estimated $5.9K.
  • Prudential Financial made up 0.06% of Doliver Advisors's portfolio in Q2 2026, its #172 holding.
  • Doliver Advisors first reported a position in Prudential Financial in Q3 2019 and has held it in 28 quarters since.
  • Doliver Advisors's Prudential Financial position peaked at $528K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.