Financial Perspectives’s Prudential Financial PRU Stock Holding History

Financial Perspectives’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	$36.5K	Hold	338	–	–	0.01%	377
2026 Q1	$33K	Hold	338	–	–	0.01%	374
2025 Q4	$38.2K	Hold	338	–	–	0.01%	347
2025 Q3	$35.1K	Hold	338	–	–	0.01%	361
2025 Q2	$36.3K	Hold	338	–	–	0.01%	347
2025 Q1	$37.7K	Hold	338	–	–	0.01%	328
2024 Q4	$40.1K	Hold	338	–	–	0.01%	323
2024 Q3	$40.9K	Hold	338	–	–	0.01%	303
2024 Q2	$39.6K	Hold	338	–	–	0.01%	300
2024 Q1	$39.7K	Hold	338	–	–	0.02%	302
2023 Q4	$35.1K	Hold	338	–	–	0.01%	309
2023 Q3	$32.1K	Hold	338	–	–	0.01%	305
2023 Q2	$29.8K	Hold	338	–	–	0.01%	318
2023 Q1	$28K	Hold	338	–	–	0.01%	317
2022 Q4	$33.6K	Hold	338	–	–	0.02%	299
2022 Q3	$29K	Hold	338	–	–	0.02%	299
2022 Q2	$32.3K	Hold	338	–	–	0.02%	288
2022 Q1	$39.9K	Hold	338	–	–	0.02%	280
2021 Q4	$36.6K	Hold	338	–	–	0.02%	277
2021 Q3	$35.6K	Hold	338	–	–	0.02%	277
2021 Q2	$34.6K	Hold	338	–	–	0.02%	301
2021 Q1	$30.8K	Hold	338	–	–	0.02%	297
2020 Q4	$26.4K	Hold	338	–	–	0.02%	301
2020 Q3	$21.5K	Hold	338	–	–	0.01%	282
2020 Q2	$20.6K	Hold	338	–	–	0.01%	270
2020 Q1	$17.6K	Sell	338 -32	-9%	-$2.54K	0.01%	255
2019 Q4	$34.7K	Buy	+370	New	+$34K	0.02%	207

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Perspectives's PRU Position: Q2 2026 in Review

Financial Perspectives held its Prudential Financial (PRU) position steady in Q2 2026 at 338 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #377.

Financial Perspectives first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.9K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Financial Perspectives held 338 shares of Prudential Financial worth $36.5K as of Q2 2026.
Financial Perspectives left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #377 holding.
Financial Perspectives first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Prudential Financial position peaked at $40.9K in Q3 2024.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.