Essex Financial Services’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $223K | Buy |
+2,062
| New | +$210K | 0.01% | 758 |
|
|
2026
Q1 | – | Sell |
-2,123
| Closed | -$240K | – | 821 |
|
|
2025
Q4 | $240K | Sell |
2,123
-200
| -9% | -$21.4K | 0.01% | 691 |
|
|
2025
Q3 | $241K | Sell |
2,323
-179
| -7% | -$18.8K | 0.01% | 640 |
|
|
2025
Q2 | $269K | Sell |
2,502
-4
| -0.2% | -$414 | 0.02% | 582 |
|
|
2025
Q1 | $280K | Buy |
2,506
+273
| +12% | +$31.1K | 0.02% | 512 |
|
|
2024
Q4 | $265K | Buy |
2,233
+439
| +24% | +$54.2K | 0.02% | 519 |
|
|
2024
Q3 | $225K | Buy |
+1,794
| New | +$212K | 0.02% | 569 |
|
|
2023
Q2 | – | Sell |
-2,921
| Closed | -$242K | – | 504 |
|
|
2023
Q1 | $242K | Sell |
2,921
-8,809
| -75% | -$841K | 0.03% | 426 |
|
|
2022
Q4 | $1.17M | Buy |
11,730
+9,022
| +333% | +$914K | 0.12% | 158 |
|
|
2022
Q3 | $232K | Sell |
2,708
-101
| -4% | -$9.72K | 0.03% | 401 |
|
|
2022
Q2 | $269K | Sell |
2,809
-745
| -21% | -$78.9K | 0.03% | 384 |
|
|
2022
Q1 | $420K | Sell |
3,554
-527
| -13% | -$59.9K | 0.04% | 313 |
|
|
2021
Q4 | $442K | Buy |
4,081
+15
| +0.4% | +$1.63K | 0.04% | 306 |
|
|
2021
Q3 | $428K | Buy |
4,066
+1,823
| +81% | +$188K | 0.05% | 290 |
|
|
2021
Q2 | $204K | Hold |
2,243
| – | – | 0.03% | 435 |
|
|
2021
Q1 | $204K | Buy |
+2,243
| New | +$192K | 0.04% | 338 |
|
|
2020
Q1 | – | Sell |
-2,149
| Closed | -$201K | – | 271 |
|
|
2019
Q4 | $201K | Buy |
+2,149
| New | +$197K | 0.06% | 254 |
|
|
2019
Q3 | – | Sell |
-2,243
| Closed | -$227K | – | 263 |
|
|
2019
Q2 | $227K | Buy |
2,243
+1
| +0% | +$100 | 0.07% | 213 |
|
|
2019
Q1 | $206K | Buy |
+2,242
| New | +$207K | 0.06% | 214 |
|
|
2018
Q4 | – | Sell |
-2,584
| Closed | -$262K | – | 284 |
|
|
2018
Q3 | $262K | Buy |
2,584
+1
| +0% | +$99 | 0.06% | 233 |
|
|
2018
Q2 | $242K | Sell |
2,583
-31
| -1% | -$3.13K | 0.06% | 234 |
|
|
2018
Q1 | $271K | Buy |
2,614
+301
| +13% | +$33.9K | 0.05% | 285 |
|
|
2017
Q4 | $266K | Buy |
+2,313
| New | +$260K | 0.06% | 226 |
|
|
2015
Q2 | – | Sell |
-2,762
| Closed | -$222K | – | 339 |
|
|
2015
Q1 | $222K | Sell |
2,762
-59
| -2% | -$4.78K | 0.06% | 288 |
|
|
2014
Q4 | $255K | Sell |
2,821
-7
| -0.2% | -$601 | 0.07% | 256 |
|
|
2014
Q3 | $249K | Buy |
2,828
+101
| +4% | +$9.03K | 0.07% | 245 |
|
|
2014
Q2 | $242K | Sell |
2,727
-678
| -20% | -$57K | 0.07% | 257 |
|
|
2014
Q1 | $288K | Buy |
3,405
+215
| +7% | +$18.5K | 0.09% | 221 |
|
|
2013
Q4 | $294K | Buy |
+3,190
| New | +$272K | 0.1% | 207 |
|
|
2013
Q3 | – | Sell |
-3,165
| Closed | -$231K | – | 272 |
|
|
2013
Q2 | $231K | Buy |
+3,165
| New | +$205K | 0.08% | 224 |
|
Other funds holding PRU
Essex Financial Services's PRU Position: Q2 2026 in Review
Essex Financial Services opened a new position in Prudential Financial (PRU) in Q2 2026: 2,062 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in PRU as recently as Q4 2025.
Essex Financial Services first reported a position in PRU in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.17M in Q4 2022. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Essex Financial Services held 2,062 shares of Prudential Financial worth $223K as of Q2 2026.
- Prudential Financial was a new Essex Financial Services position in Q2 2026.
- Prudential Financial made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #758 holding.
- Essex Financial Services first reported a position in Prudential Financial in Q2 2013 and has held it in 30 quarters since.
- Essex Financial Services's Prudential Financial position peaked at $1.17M in Q4 2022.
- 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.