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Independent Financial Group’s Prudential Financial PRU Stock Holding History

Independent Financial Group’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 		$401K Sell
3,713
-1,111
-23% -$113K 0.01% 1082
2026
Q1 		$471K Sell
4,824
-87
-2% -$9.01K 0.01% 951
2025
Q4 		$554K Sell
4,911
-534
-10% -$57.3K 0.01% 855
2025
Q3 		$565K Buy
5,445
+175
+3% +$18.4K 0.01% 795
2025
Q2 		$566K Sell
5,270
-213
-4% -$22.1K 0.02% 726
2025
Q1 		$612K Sell
5,483
-96
-2% -$10.9K 0.02% 638
2024
Q4 		$661K Sell
5,579
-490
-8% -$60.5K 0.02% 609
2024
Q3 		$735K Sell
6,069
-382
-6% -$45.2K 0.03% 529
2024
Q2 		$756K Sell
6,451
-1,301
-17% -$150K 0.03% 476
2024
Q1 		$910K Buy
7,752
+1,756
+29% +$189K 0.04% 402
2023
Q4 		$622K Buy
5,996
+1,096
+22% +$105K 0.03% 497
2023
Q3 		$465K Buy
4,900
+404
+9% +$38.2K 0.03% 512
2023
Q2 		$397K Buy
4,496
+253
+6% +$21.2K 0.03% 544
2023
Q1 		$351K Buy
4,243
+494
+13% +$47.1K 0.03% 553
2022
Q4 		$373K Buy
3,749
+149
+4% +$15.1K 0.03% 505
2022
Q3 		$309K Buy
3,600
+145
+4% +$14K 0.03% 532
2022
Q2 		$331K Sell
3,455
-242
-7% -$25.6K 0.04% 477
2022
Q1 		$437K Sell
3,697
-472
-11% -$53.7K 0.04% 469
2021
Q4 		$451K Sell
4,169
-198
-5% -$21.5K 0.04% 447
2021
Q3 		$459K Sell
4,367
-687
-14% -$70.8K 0.05% 385
2021
Q2 		$518K Sell
5,054
-1,513
-23% -$155K 0.05% 359
2021
Q1 		$598K Sell
6,567
-1,673
-20% -$143K 0.08% 288
2020
Q4 		$643K Buy
8,240
+1,286
+18% +$92.9K 0.09% 248
2020
Q3 		$442K Buy
6,954
+2,450
+54% +$161K 0.08% 268
2020
Q2 		$274K Buy
+4,504
New +$264K 0.06% 332

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

Independent Financial Group's PRU Position: Q2 2026 in Review

Independent Financial Group reduced its Prudential Financial (PRU) stake by 23% in Q2 2026, selling an estimated $113K and leaving 3,713 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1082.

Independent Financial Group first reported a position in PRU in Q2 2020 and has held it in 25 quarters since. The position peaked at $910K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Independent Financial Group held 3,713 shares of Prudential Financial worth $401K as of Q2 2026.
  • Independent Financial Group sold 1,111 Prudential Financial shares in Q2 2026, an estimated $113K.
  • Prudential Financial made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1082 holding.
  • Independent Financial Group first reported a position in Prudential Financial in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Prudential Financial position peaked at $910K in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.