HAP
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Harbor Asset Planning’s Prudential Financial PRU Stock Holding History

Harbor Asset Planning’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 		$11.3K Hold
105
– – 0.01% 343
2026
Q1 		$10.3K Hold
105
– – 0.01% 340
2025
Q4 		$11.9K Hold
105
– – 0.01% 330
2025
Q3 		$10.9K Hold
105
– – 0.01% 318
2025
Q2 		$11.3K Buy
+105
New +$10.9K 0.01% 310

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Harbor Asset Planning's PRU Position: Q2 2026 in Review

Harbor Asset Planning held its Prudential Financial (PRU) position steady in Q2 2026 at 105 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #343.

Harbor Asset Planning first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.9K in Q4 2025. 364 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Harbor Asset Planning held 105 shares of Prudential Financial worth $11.3K as of Q2 2026.
  • Harbor Asset Planning left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #343 holding.
  • Harbor Asset Planning first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Prudential Financial position peaked at $11.9K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.