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Forum Financial Management’s Prudential Financial PRU Stock Holding History

Forum Financial 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 		$578K Buy
5,353
+144
+3% +$14.6K 0.01% 191
2026
Q1 		$509K Sell
5,209
-5,338
-51% -$553K 0.01% 197
2025
Q4 		$1.19M Buy
10,547
+560
+6% +$60K 0.02% 214
2025
Q3 		$1.04M Buy
9,987
+686
+7% +$72.2K 0.01% 228
2025
Q2 		$999K Sell
9,301
-47
-0.5% -$4.87K 0.02% 214
2025
Q1 		$1.04M Sell
9,348
-20
-0.2% -$2.28K 0.02% 197
2024
Q4 		$1.11M Buy
9,368
+287
+3% +$35.4K 0.02% 192
2024
Q3 		$1.1M Sell
9,081
-69
-0.8% -$8.16K 0.02% 178
2024
Q2 		$1.07M Sell
9,150
-42
-0.5% -$4.85K 0.02% 167
2024
Q1 		$1.08M Buy
9,192
+2,748
+43% +$296K 0.02% 179
2023
Q4 		$668K Sell
6,444
-77
-1% -$7.39K 0.01% 224
2023
Q3 		$619K Buy
6,521
+1
+0% +$95 0.01% 232
2023
Q2 		$575K Buy
6,520
+573
+10% +$47.9K 0.01% 264
2023
Q1 		$492K Buy
5,947
+2
+0% +$191 0.01% 267
2022
Q4 		$591K Sell
5,945
-115
-2% -$11.6K 0.02% 218
2022
Q3 		$520K Buy
6,060
+32
+0.5% +$3.08K 0.03% 213
2022
Q2 		$577K Buy
6,028
+181
+3% +$19.2K 0.03% 203
2022
Q1 		$690K Sell
5,847
-90
-2% -$10.2K 0.03% 182
2021
Q4 		$643K Buy
+5,937
New +$645K 0.03% 193

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Forum Financial Management's PRU Position: Q2 2026 in Review

Forum Financial Management increased its Prudential Financial (PRU) stake by 2.8% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,353 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #191.

Forum Financial Management first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Forum Financial Management held 5,353 shares of Prudential Financial worth $578K as of Q2 2026.
  • Forum Financial Management bought 144 Prudential Financial shares in Q2 2026, an estimated $14.6K.
  • Prudential Financial made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #191 holding.
  • Forum Financial Management first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Prudential Financial position peaked at $1.19M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.