Greenleaf Trust’s Prudential Financial PRU Stock Holding History

Greenleaf Trust’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	$725K	Sell	6,720 -334	-5%	-$34K	0.01%	435
2026 Q1	$689K	Sell	7,054 -276	-4%	-$28.6K	0.01%	421
2025 Q4	$827K	Sell	7,330 -104	-1%	-$11.2K	0.01%	377
2025 Q3	$771K	Sell	7,434 -157	-2%	-$16.5K	0.01%	400
2025 Q2	$816K	Sell	7,591 -1,869	-20%	-$194K	0.01%	371
2025 Q1	$1.06M	Sell	9,460 -2,344	-20%	-$267K	0.01%	311
2024 Q4	$1.4M	Sell	11,804 -453	-4%	-$55.9K	0.01%	262
2024 Q3	$1.48M	Sell	12,257 -652	-5%	-$77.1K	0.01%	248
2024 Q2	$1.51M	Buy	12,909 +5,406	+72%	+$624K	0.01%	224
2024 Q1	$881K	Sell	7,503 -1,341	-15%	-$145K	0.01%	324
2023 Q4	$917K	Sell	8,844 -354	-4%	-$34K	0.01%	308
2023 Q3	$873K	Buy	9,198 +967	+12%	+$91.5K	0.01%	297
2023 Q2	$726K	Sell	8,231 -1,303	-14%	-$109K	0.01%	353
2023 Q1	$789K	Sell	9,534 -531	-5%	-$50.7K	0.01%	328
2022 Q4	$1M	Sell	10,065 -2,935	-23%	-$297K	0.01%	267
2022 Q3	$1.11M	Buy	13,000 +1,431	+12%	+$138K	0.02%	218
2022 Q2	$1.11M	Sell	11,569 -2,826	-20%	-$299K	0.02%	221
2022 Q1	$1.7M	Buy	14,395 +2,423	+20%	+$276K	0.02%	161
2021 Q4	$1.3M	Buy	11,972 +248	+2%	+$26.9K	0.02%	198
2021 Q3	$1.23M	Buy	11,724 +537	+5%	+$55.3K	0.02%	195
2021 Q2	$1.15M	Buy	11,187 +678	+6%	+$69.3K	0.01%	210
2021 Q1	$957K	Buy	10,509 +1,587	+18%	+$136K	0.01%	217
2020 Q4	$697K	Sell	8,922 -19	-0.2%	-$1.37K	0.01%	253
2020 Q3	$568K	Buy	8,941 +319	+4%	+$21K	0.01%	260
2020 Q2	$525K	Buy	8,622 +1,355	+19%	+$79.6K	0.01%	261
2020 Q1	$379K	Sell	7,267 -90	-1%	-$7.15K	0.01%	294
2019 Q4	$690K	Buy	7,357 +221	+3%	+$20.3K	0.01%	223
2019 Q3	$642K	Sell	7,136 -1,981	-22%	-$180K	0.01%	236
2019 Q2	$921K	Buy	9,117 +3,362	+58%	+$335K	0.01%	173
2019 Q1	$529K	Buy	5,755 +1,789	+45%	+$165K	0.01%	259
2018 Q4	$323K	Sell	3,966 -696	-15%	-$64.1K	0.01%	347
2018 Q3	$472K	Buy	4,662 +1,201	+35%	+$118K	0.01%	290
2018 Q2	$324K	Buy	3,461 +774	+29%	+$78.2K	0.01%	357
2018 Q1	$278K	Buy	2,687 +376	+16%	+$42.4K	0.01%	356
2017 Q4	$266K	Buy	2,311 +1,902	+465%	+$214K	0.01%	370
2017 Q3	$43K	Buy	+409	New	+$43.7K	﹤0.01%	457

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

Greenleaf Trust's PRU Position: Q2 2026 in Review

Greenleaf Trust reduced its Prudential Financial (PRU) stake by 4.7% in Q2 2026, selling an estimated $34K and leaving 6,720 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #435.

Greenleaf Trust first reported a position in PRU in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.7M in Q1 2022. 281 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Greenleaf Trust held 6,720 shares of Prudential Financial worth $725K as of Q2 2026.
Greenleaf Trust sold 334 Prudential Financial shares in Q2 2026, an estimated $34K.
Prudential Financial made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #435 holding.
Greenleaf Trust first reported a position in Prudential Financial in Q3 2017 and has held it in 36 quarters since.
Greenleaf Trust's Prudential Financial position peaked at $1.7M in Q1 2022.
281 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.