Everhart Financial Group’s Prudential Financial PRU Stock Holding History

Everhart Financial 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	$578K	Buy	5,355 +1,195	+29%	+$122K	0.04%	254
2026 Q1	$406K	Sell	4,160 -479	-10%	-$49.6K	0.03%	314
2025 Q4	$524K	Buy	4,639 +653	+16%	+$70K	0.05%	255
2025 Q3	$414K	Buy	3,986 +970	+32%	+$102K	0.04%	274
2025 Q2	$324K	Sell	3,016 -799	-21%	-$82.8K	0.04%	280
2025 Q1	$426K	Sell	3,815 -1,269	-25%	-$145K	0.06%	233
2024 Q4	$603K	Buy	5,084 +149	+3%	+$18.4K	0.12%	162
2024 Q3	$598K	Buy	4,935 +980	+25%	+$116K	0.13%	171
2024 Q2	$463K	Buy	3,955 +1,256	+47%	+$145K	0.12%	169
2024 Q1	$317K	Buy	2,699 +524	+24%	+$56.5K	0.09%	208
2023 Q4	$226K	Buy	+2,175	New	+$209K	0.08%	224
2022 Q4	–	Sell	-2,488	Closed	-$213K	–	219
2022 Q3	$213K	Buy	+2,488	New	+$239K	0.12%	175

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

Everhart Financial Group's PRU Position: Q2 2026 in Review

Everhart Financial Group increased its Prudential Financial (PRU) stake by 29% in Q2 2026, buying an estimated $122K and bringing the position to 5,355 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #254.

Everhart Financial Group first reported a position in PRU in Q3 2022 and has held it in 12 quarters since. The position peaked at $603K in Q4 2024. 311 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Everhart Financial Group held 5,355 shares of Prudential Financial worth $578K as of Q2 2026.
Everhart Financial Group bought 1,195 Prudential Financial shares in Q2 2026, an estimated $122K.
Prudential Financial made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #254 holding.
Everhart Financial Group first reported a position in Prudential Financial in Q3 2022 and has held it in 12 quarters since.
Everhart Financial Group's Prudential Financial position peaked at $603K in Q4 2024.
311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.