HBK Sorce Advisory’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 | $881K | Buy |
7,335
+37
| +0.5% | +$3.76K | 0.02% | 280 |
|
|
2026
Q1 | $736K | Sell |
7,298
-318
| -4% | -$32.9K | 0.01% | 299 |
|
|
2025
Q4 | $783K | Buy |
7,616
+283
| +4% | +$30.3K | 0.02% | 277 |
|
|
2025
Q3 | $756K | Sell |
7,333
-23
| -0.3% | -$2.42K | 0.02% | 276 |
|
|
2025
Q2 | $790K | Sell |
7,356
-933
| -11% | -$96.7K | 0.02% | 268 |
|
|
2025
Q1 | $926K | Sell |
8,289
-1,128
| -12% | -$129K | 0.03% | 225 |
|
|
2024
Q4 | $1.12M | Buy |
9,417
+91
| +1% | +$11.2K | 0.03% | 200 |
|
|
2024
Q3 | $1.13M | Sell |
9,326
-7
| -0.1% | -$828 | 0.03% | 204 |
|
|
2024
Q2 | $1.09M | Buy |
9,333
+1,454
| +18% | +$168K | 0.04% | 202 |
|
|
2024
Q1 | $925K | Sell |
7,879
-44
| -0.6% | -$4.74K | 0.03% | 225 |
|
|
2023
Q4 | $822K | Sell |
7,923
-343
| -4% | -$32.9K | 0.03% | 232 |
|
|
2023
Q3 | $784K | Buy |
8,266
+188
| +2% | +$17.8K | 0.03% | 231 |
|
|
2023
Q2 | $713K | Buy |
8,078
+154
| +2% | +$12.9K | 0.03% | 263 |
|
|
2023
Q1 | $656K | Sell |
7,924
-7,718
| -49% | -$737K | 0.03% | 281 |
|
|
2022
Q4 | $1.56M | Buy |
15,642
+8,004
| +105% | +$811K | 0.04% | 216 |
|
|
2022
Q3 | $655K | Buy |
7,638
+156
| +2% | +$15K | 0.04% | 220 |
|
|
2022
Q2 | $716K | Sell |
7,482
-16
| -0.2% | -$1.69K | 0.05% | 199 |
|
|
2022
Q1 | $886K | Sell |
7,498
-17
| -0.2% | -$1.93K | 0.05% | 212 |
|
|
2021
Q4 | $813K | Buy |
7,515
+7
| +0.1% | +$760 | 0.04% | 238 |
|
|
2021
Q3 | $790K | Sell |
7,508
-1,693
| -18% | -$174K | 0.04% | 237 |
|
|
2021
Q2 | $943K | Buy |
9,201
+1,037
| +13% | +$106K | 0.05% | 211 |
|
|
2021
Q1 | $744K | Sell |
8,164
-27
| -0.3% | -$2.31K | 0.04% | 234 |
|
|
2020
Q4 | $639K | Buy |
8,191
+17
| +0.2% | +$1.23K | 0.04% | 239 |
|
|
2020
Q3 | $519K | Buy |
8,174
+1,839
| +29% | +$121K | 0.04% | 253 |
|
|
2020
Q2 | $386K | Sell |
6,335
-399
| -6% | -$23.4K | 0.03% | 290 |
|
|
2020
Q1 | $351K | Sell |
6,734
-568
| -8% | -$45.1K | 0.03% | 272 |
|
|
2019
Q4 | $684K | Sell |
7,302
-401
| -5% | -$36.8K | 0.06% | 221 |
|
|
2019
Q3 | $693K | Buy |
7,703
+69
| +0.9% | +$6.25K | 0.07% | 210 |
|
|
2019
Q2 | $771K | Buy |
7,634
+365
| +5% | +$36.4K | 0.07% | 188 |
|
|
2019
Q1 | $668K | Buy |
7,269
+907
| +14% | +$83.6K | 0.07% | 209 |
|
|
2018
Q4 | $519K | Sell |
6,362
-809
| -11% | -$74.5K | 0.06% | 214 |
|
|
2018
Q3 | $727K | Buy |
7,171
+129
| +2% | +$12.7K | 0.08% | 169 |
|
|
2018
Q2 | $659K | Sell |
7,042
-345
| -5% | -$34.9K | 0.08% | 184 |
|
|
2018
Q1 | $765K | Buy |
7,387
+1,274
| +21% | +$144K | 0.1% | 153 |
|
|
2017
Q4 | $703K | Buy |
6,113
+2,705
| +79% | +$304K | 0.08% | 177 |
|
|
2017
Q3 | $362K | Buy |
3,408
+5
| +0.1% | +$534 | 0.05% | 220 |
|
|
2017
Q2 | $368K | Buy |
+3,403
| New | +$361K | 0.06% | 208 |
|
|
2017
Q1 | – | Sell |
-3,185
| Closed | -$344K | – | 390 |
|
|
2016
Q4 | $332K | Buy |
3,185
+3
| +0.1% | +$284 | 0.06% | 211 |
|
|
2016
Q3 | $260K | Buy |
3,182
+77
| +2% | +$5.91K | 0.05% | 238 |
|
|
2016
Q2 | $221K | Sell |
3,105
-1,773
| -36% | -$134K | 0.05% | 242 |
|
|
2016
Q1 | $352K | Buy |
4,878
+419
| +9% | +$29.2K | 0.08% | 165 |
|
|
2015
Q4 | $363K | Buy |
4,459
+250
| +6% | +$20.7K | 0.09% | 144 |
|
|
2015
Q3 | $321K | Sell |
4,209
-25
| -0.6% | -$2.1K | 0.1% | 130 |
|
|
2015
Q2 | $371K | Sell |
4,234
-36
| -0.8% | -$3.06K | 0.13% | 116 |
|
|
2015
Q1 | $343K | Buy |
4,270
+581
| +16% | +$47.1K | 0.12% | 120 |
|
|
2014
Q4 | $334K | Buy |
3,689
+798
| +28% | +$68.6K | 0.12% | 125 |
|
|
2014
Q3 | $254K | Sell |
2,891
-9
| -0.3% | -$805 | 0.09% | 144 |
|
|
2014
Q2 | $257K | Buy |
2,900
+16
| +0.6% | +$1.34K | 0.09% | 154 |
|
|
2014
Q1 | $244K | Buy |
2,884
+28
| +1% | +$2.41K | 0.09% | 150 |
|
|
2013
Q4 | $263K | Hold |
2,856
| – | – | 0.09% | 135 |
|
|
2013
Q3 | $223K | Sell |
2,856
-3,160
| -53% | -$248K | 0.09% | 154 |
|
|
2013
Q2 | $440K | Buy |
+6,016
| New | +$390K | 0.1% | 147 |
|
Other funds holding PRU
NLI
HBK Sorce Advisory's PRU Position: Q2 2026 in Review
HBK Sorce Advisory increased its Prudential Financial (PRU) stake by 0.51% in Q2 2026, buying an estimated $3.76K and bringing the position to 7,335 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #280.
HBK Sorce Advisory first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56M in Q4 2022. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- HBK Sorce Advisory held 7,335 shares of Prudential Financial worth $881K as of Q2 2026.
- HBK Sorce Advisory bought 37 Prudential Financial shares in Q2 2026, an estimated $3.76K.
- Prudential Financial made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #280 holding.
- HBK Sorce Advisory first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
- HBK Sorce Advisory's Prudential Financial position peaked at $1.56M in Q4 2022.
- 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.