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Investment Research Partners’s Prudential Financial PRU Stock Holding History

Investment Research 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
2026
Q2 		$751K Buy
6,960
+128
+2% +$13K 0.25% 92
2026
Q1 		$667K Buy
6,832
+329
+5% +$34.1K 0.27% 92
2025
Q4 		$734K Buy
6,503
+115
+2% +$12.3K 0.32% 78
2025
Q3 		$646K Buy
+6,388
New +$673K 0.29% 85

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Investment Research Partners's PRU Position: Q2 2026 in Review

Investment Research Partners increased its Prudential Financial (PRU) stake by 1.9% in Q2 2026, buying an estimated $13K and bringing the position to 6,960 shares worth $751K. The position accounts for 0.25% of the portfolio, ranked #92.

Investment Research Partners first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. 1,067 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Investment Research Partners held 6,960 shares of Prudential Financial worth $751K as of Q2 2026.
  • Investment Research Partners bought 128 Prudential Financial shares in Q2 2026, an estimated $13K.
  • Prudential Financial made up 0.25% of Investment Research Partners's portfolio in Q2 2026, its #92 holding.
  • Investment Research Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.