HighPoint Advisor Group’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
$213K Sell
1,973
-211
-10% -$21.5K 0.01% 659
2026
Q1
$213K Sell
2,184
-12,571
-85% -$1.3M 0.01% 615
2025
Q4
$1.67M Buy
14,755
+1,690
+13% +$181K 0.04% 350
2025
Q3
$1.36M Sell
13,065
-33
-0.3% -$3.48K 0.06% 212
2025
Q2
$1.41M Sell
13,098
-88
-0.7% -$9.12K 0.07% 201
2025
Q1
$1.37M Buy
13,186
+259
+2% +$29.5K 0.08% 200
2024
Q4
$1.44M Buy
12,927
+103
+0.8% +$12.7K 0.08% 190
2024
Q3
$1.56M Buy
12,824
+121
+1% +$14.3K 0.09% 173
2024
Q2
$1.6M Buy
12,703
+413
+3% +$47.7K 0.1% 166
2024
Q1
$1.45M Buy
12,290
+255
+2% +$27.5K 0.1% 157
2023
Q4
$1.39M Buy
+12,035
New +$1.15M 0.1% 163
2022
Q2
$1.14M Buy
+11,994
New +$1.27M 0.12% 133
2021
Q3
$1.28M Sell
12,151
-925
-7% -$95.3K 0.13% 136
2021
Q2
$1.34M Buy
13,076
+564
+5% +$57.6K 0.13% 130
2021
Q1
$1.18M Buy
12,512
+422
+3% +$36.1K 0.14% 127
2020
Q4
$984K Sell
12,090
-2,193
-15% -$158K 0.12% 147
2020
Q3
$934K Buy
14,283
+796
+6% +$52.3K 0.17% 112
2020
Q2
$795K Buy
13,487
+6,440
+91% +$378K 0.17% 110
2020
Q1
$393K Buy
7,047
+453
+7% +$36K 0.09% 181
2019
Q4
$629K Buy
6,594
+243
+4% +$22.3K 0.13% 141
2019
Q3
$589K Buy
6,351
+542
+9% +$49.1K 0.13% 136
2019
Q2
$585K Sell
5,809
-230
-4% -$22.9K 0.14% 133
2019
Q1
$609K Sell
6,039
-8
-0.1% -$738 0.15% 138
2018
Q4
$568K Buy
6,047
+431
+8% +$39.7K 0.15% 149
2018
Q3
$537K Sell
5,616
-415
-7% -$40.9K 0.15% 151
2018
Q2
$592K Buy
6,031
+150
+3% +$15.2K 0.16% 154
2018
Q1
$591K Buy
5,881
+72
+1% +$8.12K 0.16% 159
2017
Q4
$621K Sell
5,809
-1,197
-17% -$134K 0.18% 140
2017
Q3
$791K Sell
7,006
-19,222
-73% -$2.05M 0.25% 115
2017
Q2
$213K Hold
26,228
0.07% 261
2017
Q1
$213K Buy
26,228
+20,953
+397% +$2.26M 0.07% 261
2016
Q4
$600K Sell
5,275
-100
-2% -$9.48K 0.19% 144
2016
Q3
$533K Sell
5,375
-1,027
-16% -$78.8K 0.19% 137
2016
Q2
$496K Buy
6,402
+2,225
+53% +$168K 0.17% 147
2016
Q1
$332K Sell
4,177
-263
-6% -$18.3K 0.2% 130
2015
Q4
$310K Buy
+4,440
New +$367K 0.2% 140

Other funds holding PRU

HighPoint Advisor Group's PRU Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Prudential Financial (PRU) stake by 9.7% in Q2 2026, selling an estimated $21.5K and leaving 1,973 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #659.

HighPoint Advisor Group first reported a position in PRU in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.67M in Q4 2025. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • HighPoint Advisor Group held 1,973 shares of Prudential Financial worth $213K as of Q2 2026.
  • HighPoint Advisor Group sold 211 Prudential Financial shares in Q2 2026, an estimated $21.5K.
  • Prudential Financial made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #659 holding.
  • HighPoint Advisor Group first reported a position in Prudential Financial in Q4 2015 and has held it in 36 quarters since.
  • HighPoint Advisor Group's Prudential Financial position peaked at $1.67M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.