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Iowa State Bank’s Prudential Financial PRU Stock Holding History

Iowa State Bank’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 		$4.46M Sell
41,346
-5,607
-12% -$570K 0.75% 39
2026
Q1 		$4.59M Buy
46,953
+1,612
+4% +$167K 0.84% 39
2025
Q4 		$5.12M Sell
45,341
-786
-2% -$84.3K 0.96% 36
2025
Q3 		$4.79M Buy
46,127
+481
+1% +$50.6K 0.91% 35
2025
Q2 		$4.9M Sell
45,646
-412
-0.9% -$42.7K 0.98% 34
2025
Q1 		$5.14M Sell
46,058
-247
-0.5% -$28.1K 1.09% 32
2024
Q4 		$5.49M Sell
46,305
-2,065
-4% -$255K 1.14% 33
2024
Q3 		$5.86M Sell
48,370
-3,359
-6% -$397K 1.2% 31
2024
Q2 		$6.06M Sell
51,729
-249
-0.5% -$28.7K 1.34% 26
2024
Q1 		$6.1M Sell
51,978
-10,609
-17% -$1.14M 1.35% 25
2023
Q4 		$6.49M Sell
62,587
-13
-0% -$1.25K 1.56% 20
2023
Q3 		$5.94M Sell
62,600
-886
-1% -$83.8K 1.54% 21
2023
Q2 		$5.6M Sell
63,486
-1,881
-3% -$157K 1.41% 23
2023
Q1 		$5.41M Sell
65,367
-469
-0.7% -$44.8K 1.36% 21
2022
Q4 		$6.55M Buy
65,836
+1,633
+3% +$165K 1.64% 18
2022
Q3 		$5.51M Buy
64,203
+1,991
+3% +$192K 1.57% 19
2022
Q2 		$5.95M Buy
62,212
+669
+1% +$70.8K 1.58% 18
2022
Q1 		$7.27M Buy
61,543
+695
+1% +$79K 1.69% 18
2021
Q4 		$6.59M Buy
60,848
+6,112
+11% +$664K 1.55% 17
2021
Q3 		$5.76M Buy
54,736
+1,966
+4% +$203K 1.61% 19
2021
Q2 		$5.41M Buy
52,770
+414
+0.8% +$42.3K 1.52% 21
2021
Q1 		$4.77M Buy
+52,356
New +$4.48M 1.43% 23

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Iowa State Bank's PRU Position: Q2 2026 in Review

Iowa State Bank reduced its Prudential Financial (PRU) stake by 12% in Q2 2026, selling an estimated $570K and leaving 41,346 shares worth $4.46M. The position accounts for 0.75% of the portfolio, ranked #39.

Iowa State Bank first reported a position in PRU in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.27M in Q1 2022. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Iowa State Bank held 41,346 shares of Prudential Financial worth $4.46M as of Q2 2026.
  • Iowa State Bank sold 5,607 Prudential Financial shares in Q2 2026, an estimated $570K.
  • Prudential Financial made up 0.75% of Iowa State Bank's portfolio in Q2 2026, its #39 holding.
  • Iowa State Bank first reported a position in Prudential Financial in Q1 2021 and has held it in 22 quarters since.
  • Iowa State Bank's Prudential Financial position peaked at $7.27M in Q1 2022.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.