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Kerr Financial Planning’s Prudential Financial PRU Stock Holding History

Kerr Financial Planning’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 		$56K Buy
520
+2
+0.4% +$203 0.06% 174
2026
Q1 		$50.3K Buy
518
+3
+0.6% +$311 0.04% 178
2025
Q4 		$51.5K Buy
515
+1
+0.2% +$107 0.07% 175
2025
Q3 		$54.2K Buy
+514
New +$54.1K 0.08% 155

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

Kerr Financial Planning's PRU Position: Q2 2026 in Review

Kerr Financial Planning increased its Prudential Financial (PRU) stake by 0.39% in Q2 2026, buying an estimated $203 and bringing the position to 520 shares worth $56K. The position accounts for 0.06% of the portfolio, ranked #174.

Kerr Financial Planning first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. 1,402 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Kerr Financial Planning held 520 shares of Prudential Financial worth $56K as of Q2 2026.
  • Kerr Financial Planning bought 2 Prudential Financial shares in Q2 2026, an estimated $203.
  • Prudential Financial made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #174 holding.
  • Kerr Financial Planning first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.