Harbor Investment Advisory’s Prudential Financial PRU Stock Holding History

Harbor Investment Advisory’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	$64.9K	Hold	601	–	–	﹤0.01%	681
2026 Q1	$58.7K	Buy	601 +40	+7%	+$4.14K	﹤0.01%	591
2025 Q4	$63.3K	Hold	561	–	–	﹤0.01%	606
2025 Q3	$58.2K	Hold	561	–	–	﹤0.01%	611
2025 Q2	$60.3K	Hold	561	–	–	0.01%	591
2025 Q1	$62.7K	Sell	561 -9	-2%	-$1.02K	0.01%	561
2024 Q4	$67.5K	Hold	570	–	–	0.01%	537
2024 Q3	$69K	Sell	570 -2	-0.3%	-$236	0.01%	536
2024 Q2	$67K	Buy	572 +2	+0.4%	+$231	0.01%	525
2024 Q1	$66.9K	Sell	570 -40	-7%	-$4.31K	0.01%	524
2023 Q4	$63.3K	Hold	610	–	–	0.01%	518
2023 Q3	$57.9K	Hold	610	–	–	0.01%	519
2023 Q2	$53.8K	Hold	610	–	–	0.01%	685
2023 Q1	$50.5K	Sell	610 -8	-1%	-$764	0.01%	699
2022 Q4	$61.5K	Hold	618	–	–	0.01%	641
2022 Q3	$53K	Buy	618 +8	+1%	+$770	0.01%	678
2022 Q2	$58K	Hold	610	–	–	0.01%	664
2022 Q1	$72K	Sell	610 -6	-1%	-$682	0.01%	636
2021 Q4	$67K	Buy	616 +6	+1%	+$652	0.01%	659
2021 Q3	$64K	Hold	610	–	–	0.01%	662
2021 Q2	$62K	Hold	610	–	–	0.01%	646
2021 Q1	$56K	Buy	610 +48	+9%	+$4.11K	0.01%	646
2020 Q4	$44K	Sell	562 -115	-17%	-$8.31K	0.01%	658
2020 Q3	$43K	Hold	677	–	–	0.01%	543
2020 Q2	$41K	Sell	677 -223	-25%	-$13.1K	0.01%	477
2020 Q1	$47K	Sell	900 -2,873	-76%	-$228K	0.01%	416
2019 Q4	$354K	Buy	+3,773	New	+$346K	0.08%	185

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Harbor Investment Advisory's PRU Position: Q2 2026 in Review

Harbor Investment Advisory held its Prudential Financial (PRU) position steady in Q2 2026 at 601 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Harbor Investment Advisory first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $354K in Q4 2019. 484 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Harbor Investment Advisory held 601 shares of Prudential Financial worth $64.9K as of Q2 2026.
Harbor Investment Advisory left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #681 holding.
Harbor Investment Advisory first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Prudential Financial position peaked at $354K in Q4 2019.
484 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.