JF
PRU icon

Joule Financial’s Prudential Financial PRU Stock Holding History

Joule Financial’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 		$561K Buy
5,197
+67
+1% +$6.81K 0.15% 58
2026
Q1 		$501K Buy
5,130
+30
+0.6% +$3.11K 0.15% 65
2025
Q4 		$576K Buy
5,100
+296
+6% +$31.7K 0.17% 55
2025
Q3 		$498K Sell
4,804
-29
-0.6% -$3.05K 0.15% 65
2025
Q2 		$519K Sell
4,833
-4,240
-47% -$439K 0.17% 64
2025
Q1 		$1.01M Buy
9,073
+675
+8% +$76.9K 0.36% 36
2024
Q4 		$995K Buy
8,398
+293
+4% +$36.2K 0.35% 37
2024
Q3 		$981K Sell
8,105
-78
-1% -$9.22K 0.36% 37
2024
Q2 		$959K Buy
8,183
+398
+5% +$45.9K 0.39% 34
2024
Q1 		$914K Buy
7,785
+4,860
+166% +$524K 0.38% 34
2023
Q4 		$303K Sell
2,925
-88
-3% -$8.44K 0.14% 82
2023
Q3 		$286K Sell
3,013
-725
-19% -$68.6K 0.15% 82
2023
Q2 		$330K Buy
3,738
+400
+12% +$33.5K 0.17% 71
2023
Q1 		$276K Buy
3,338
+345
+12% +$32.9K 0.15% 81
2022
Q4 		$298K Buy
2,993
+495
+20% +$50.1K 0.2% 71
2022
Q3 		$214K Buy
+2,498
New +$240K 0.16% 79

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Joule Financial's PRU Position: Q2 2026 in Review

Joule Financial increased its Prudential Financial (PRU) stake by 1.3% in Q2 2026, buying an estimated $6.81K and bringing the position to 5,197 shares worth $561K. The position accounts for 0.15% of the portfolio, ranked #58.

Joule Financial first reported a position in PRU in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.01M in Q1 2025. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Joule Financial held 5,197 shares of Prudential Financial worth $561K as of Q2 2026.
  • Joule Financial bought 67 Prudential Financial shares in Q2 2026, an estimated $6.81K.
  • Prudential Financial made up 0.15% of Joule Financial's portfolio in Q2 2026, its #58 holding.
  • Joule Financial first reported a position in Prudential Financial in Q3 2022 and has held it in 16 quarters since.
  • Joule Financial's Prudential Financial position peaked at $1.01M in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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