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HM Payson & Co’s Prudential Financial PRU Stock Holding History

HM Payson & Co’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 		$20.4K Hold
189
– – ﹤0.01% 851
2026
Q1 		$18.5K Sell
189
-325
-63% -$33.7K ﹤0.01% 852
2025
Q4 		$58K Buy
514
+304
+145% +$32.6K ﹤0.01% 669
2025
Q3 		$21.8K Sell
210
-500
-70% -$52.6K ﹤0.01% 825
2025
Q2 		$76.3K Sell
710
-221
-24% -$22.9K ﹤0.01% 581
2025
Q1 		$104K Sell
931
-34
-4% -$3.87K ﹤0.01% 525
2024
Q4 		$114K Sell
965
-11
-1% -$1.36K ﹤0.01% 518
2024
Q3 		$118K Buy
976
+64
+7% +$7.57K ﹤0.01% 502
2024
Q2 		$107K Hold
912
– – ﹤0.01% 494
2024
Q1 		$107K Sell
912
-4
-0.4% -$431 ﹤0.01% 494
2023
Q4 		$95K Buy
916
+212
+30% +$20.3K ﹤0.01% 500
2023
Q3 		$66.8K Buy
704
+25
+4% +$2.37K ﹤0.01% 533
2023
Q2 		$59.9K Buy
679
+39
+6% +$3.26K ﹤0.01% 550
2023
Q1 		$53K Sell
640
-107
-14% -$10.2K ﹤0.01% 556
2022
Q4 		$74.3K Buy
747
+97
+15% +$9.82K ﹤0.01% 508
2022
Q3 		$56K Hold
650
– – ﹤0.01% 557
2022
Q2 		$62K Hold
650
– – ﹤0.01% 552
2022
Q1 		$77K Hold
650
– – ﹤0.01% 536
2021
Q4 		$70K Buy
650
+44
+7% +$4.78K ﹤0.01% 557
2021
Q3 		$64K Hold
606
– – ﹤0.01% 559
2021
Q2 		$62K Hold
606
– – ﹤0.01% 553
2021
Q1 		$55K Buy
606
+25
+4% +$2.14K ﹤0.01% 586
2020
Q4 		$45K Hold
581
– – ﹤0.01% 620
2020
Q3 		$37K Hold
581
– – ﹤0.01% 617
2020
Q2 		$35K Sell
581
-9
-2% -$528 ﹤0.01% 570
2020
Q1 		$31K Sell
590
-174
-23% -$13.8K ﹤0.01% 565
2019
Q4 		$72K Sell
764
-359
-32% -$33K ﹤0.01% 521
2019
Q3 		$101K Buy
1,123
+359
+47% +$32.5K ﹤0.01% 472
2019
Q2 		$77K Buy
+764
New +$76.2K ﹤0.01% 525

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HM Payson & Co's PRU Position: Q2 2026 in Review

HM Payson & Co held its Prudential Financial (PRU) position steady in Q2 2026 at 189 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

HM Payson & Co first reported a position in PRU in Q2 2019 and has held it in 29 quarters since. The position peaked at $118K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • HM Payson & Co held 189 shares of Prudential Financial worth $20.4K as of Q2 2026.
  • HM Payson & Co left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #851 holding.
  • HM Payson & Co first reported a position in Prudential Financial in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's Prudential Financial position peaked at $118K in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.