Empirical Wealth Management’s Prudential Financial PRU Stock Holding History

Empirical Wealth 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	$656K	Buy	6,079 +992	+20%	+$101K	0.01%	555
2026 Q1	$497K	Buy	5,087 +542	+12%	+$56.1K	0.01%	575
2025 Q4	$513K	Sell	4,545 -151	-3%	-$16.2K	0.01%	509
2025 Q3	$487K	Sell	4,696 -1,140	-20%	-$120K	0.01%	479
2025 Q2	$627K	Buy	5,836 +508	+10%	+$52.6K	0.01%	386
2025 Q1	$595K	Buy	5,328 +309	+6%	+$35.2K	0.02%	378
2024 Q4	$595K	Buy	5,019 +72	+1%	+$8.89K	0.02%	357
2024 Q3	$599K	Buy	4,947 +210	+4%	+$24.8K	0.02%	343
2024 Q2	$555K	Buy	4,737 +1,289	+37%	+$149K	0.02%	336
2024 Q1	$405K	Buy	3,448 +1,363	+65%	+$147K	0.01%	379
2023 Q4	$216K	Buy	+2,085	New	+$200K	0.01%	459

Other funds holding PRU

NLI

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Empirical Wealth Management's PRU Position: Q2 2026 in Review

Empirical Wealth Management increased its Prudential Financial (PRU) stake by 20% in Q2 2026, buying an estimated $101K and bringing the position to 6,079 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #555.

Empirical Wealth Management first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Empirical Wealth Management held 6,079 shares of Prudential Financial worth $656K as of Q2 2026.
Empirical Wealth Management bought 992 Prudential Financial shares in Q2 2026, an estimated $101K.
Prudential Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #555 holding.
Empirical Wealth Management first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
559 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.