Interval Partners’s Prudential Financial PRU Stock Holding History

Interval Partners’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
2025 Q1	–	Sell	-16,000	Closed	-$1.9M	–	477
2024 Q4	$1.9M	Sell	16,000 -5,200	-25%	-$642K	0.04%	276
2024 Q3	$2.57M	Buy	21,200 +20,881	+6,546%	+$2.47M	0.06%	250
2024 Q2	$3.74M	Buy	+319	New	+$36.8K	0.08%	234
2023 Q4	–	Sell	-200	Closed	-$1.9M	–	359
2023 Q3	$1.9M	Sell	200 -19,800	-99%	-$1.87M	0.06%	239
2023 Q2	$1.76M	Sell	20,000 -15,000	-43%	-$1.26M	0.06%	206
2023 Q1	$2.9M	Buy	+35,000	New	+$3.34M	0.11%	174
2022 Q2	–	Sell	-21,700	Closed	-$2.56M	–	328
2022 Q1	$2.56M	Buy	+21,700	New	+$2.47M	0.12%	184
2019 Q4	–	Sell	-60,000	Closed	-$5.4M	–	251
2019 Q3	$5.4M	Buy	+60,000	New	+$5.44M	0.21%	122
2019 Q2	–	Sell	-15,000	Closed	-$1.38M	–	251
2019 Q1	$1.38M	Buy	+15,000	New	+$1.38M	0.05%	166

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Interval Partners's PRU Position: Q2 2026 in Review

Interval Partners sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 27,569 shares — an estimated $2.8M sold.

Interval Partners first reported a position in PRU in Q2 2014 and held it in 22 quarters. The position peaked at $34.2M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Interval Partners reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Interval Partners sold 27,569 Prudential Financial shares in Q2 2026, an estimated $2.8M.
Interval Partners first reported a position in Prudential Financial in Q2 2014 and held it in 22 quarters.
Interval Partners's Prudential Financial position peaked at $34.2M in Q4 2025.
1,409 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.