Global Retirement Partners’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 | $708K | Buy |
+6,560
| New | +$667K | 0.01% | 873 |
|
|
2025
Q4 | $1.16M | Buy |
10,304
+4,302
| +72% | +$461K | 0.02% | 610 |
|
|
2025
Q3 | $623K | Sell |
6,002
-167
| -3% | -$17.6K | 0.01% | 689 |
|
|
2025
Q2 | $663K | Buy |
+6,169
| New | +$639K | 0.02% | 630 |
|
|
2024
Q4 | $713K | Buy |
6,016
+48
| +0.8% | +$5.93K | 0.02% | 530 |
|
|
2024
Q3 | $723K | Buy |
5,968
+367
| +7% | +$43.4K | 0.02% | 530 |
|
|
2024
Q2 | $656K | Sell |
5,601
-434
| -7% | -$50.1K | 0.02% | 534 |
|
|
2024
Q1 | $708K | Sell |
6,035
-145
| -2% | -$15.6K | 0.03% | 443 |
|
|
2023
Q4 | $634K | Sell |
6,180
-163
| -3% | -$15.6K | 0.03% | 435 |
|
|
2023
Q3 | $578K | Buy |
6,343
+158
| +3% | +$14.9K | 0.03% | 403 |
|
|
2023
Q2 | $546K | Sell |
6,185
-98
| -2% | -$8.2K | 0.03% | 429 |
|
|
2023
Q1 | $511K | Buy |
6,283
+2,419
| +63% | +$231K | 0.03% | 426 |
|
|
2022
Q4 | $384K | Sell |
3,864
-543
| -12% | -$55K | 0.03% | 417 |
|
|
2022
Q3 | $464K | Sell |
4,407
-110
| -2% | -$10.6K | 0.04% | 379 |
|
|
2022
Q2 | $432K | Buy |
4,517
+35
| +0.8% | +$3.71K | 0.03% | 378 |
|
|
2022
Q1 | $452K | Buy |
4,482
+2,304
| +106% | +$262K | 0.04% | 377 |
|
|
2021
Q4 | $236K | Buy |
2,178
+56
| +3% | +$6.08K | 0.18% | 46 |
|
|
2021
Q3 | $223K | Buy |
2,122
+1,196
| +129% | +$123K | 0.02% | 446 |
|
|
2021
Q2 | $95K | Buy |
926
+275
| +42% | +$28.1K | 0.01% | 650 |
|
|
2021
Q1 | $59K | Buy |
651
+281
| +76% | +$24.1K | 0.01% | 724 |
|
|
2020
Q4 | $29K | Sell |
370
-25
| -6% | -$1.81K | ﹤0.01% | 915 |
|
|
2020
Q3 | $25K | Buy |
395
+2
| +0.5% | +$131 | ﹤0.01% | 856 |
|
|
2020
Q2 | $24K | Buy |
393
+1
| +0.3% | +$59 | ﹤0.01% | 851 |
|
|
2020
Q1 | $20K | Sell |
392
-17
| -4% | -$1.35K | ﹤0.01% | 806 |
|
|
2019
Q4 | $38K | Buy |
409
+78
| +24% | +$7.16K | 0.01% | 710 |
|
|
2019
Q3 | $30K | Buy |
331
+70
| +27% | +$6.34K | ﹤0.01% | 759 |
|
|
2019
Q2 | $26K | Buy |
261
+1
| +0.4% | +$100 | 0.01% | 805 |
|
|
2019
Q1 | $24K | Sell |
260
-15
| -5% | -$1.38K | 0.01% | 763 |
|
|
2018
Q4 | $22K | Buy |
275
+9
| +3% | +$829 | 0.01% | 721 |
|
|
2018
Q3 | $27K | Buy |
266
+132
| +99% | +$13K | 0.01% | 724 |
|
|
2018
Q2 | $13K | Hold |
134
| – | – | ﹤0.01% | 936 |
|
|
2018
Q1 | $14K | Hold |
134
| – | – | ﹤0.01% | 861 |
|
|
2017
Q4 | $15K | Buy |
134
+49
| +58% | +$5.5K | ﹤0.01% | 798 |
|
|
2017
Q3 | $9K | Hold |
85
| – | – | ﹤0.01% | 871 |
|
|
2017
Q2 | $9K | Hold |
85
| – | – | ﹤0.01% | 820 |
|
|
2017
Q1 | $9K | Buy |
85
+19
| +29% | +$2.05K | 0.01% | 783 |
|
|
2016
Q4 | $7K | Buy |
+66
| New | +$6.26K | ﹤0.01% | 788 |
|
Other funds holding PRU
Global Retirement Partners's PRU Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Prudential Financial (PRU) in Q2 2026: 6,560 shares worth $708K. The stake represents 0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PRU as recently as Q4 2025.
Global Retirement Partners first reported a position in PRU in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.16M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Global Retirement Partners held 6,560 shares of Prudential Financial worth $708K as of Q2 2026.
- Prudential Financial was a new Global Retirement Partners position in Q2 2026.
- Prudential Financial made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #873 holding.
- Global Retirement Partners first reported a position in Prudential Financial in Q4 2016 and has held it in 37 quarters since.
- Global Retirement Partners's Prudential Financial position peaked at $1.16M in Q4 2025.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.