Key Client Fiduciary Advisors’s Prudential Financial PRU Stock Holding History

Key Client Fiduciary Advisors’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	$1.75M	Sell	16,170 -1,255	-7%	-$128K	0.5%	44
2026 Q1	$1.7M	Sell	17,425 -601	-3%	-$62.2K	0.58%	42
2025 Q4	$2.03M	Sell	18,026 -2,658	-13%	-$285K	0.69%	36
2025 Q3	$2.15M	Sell	20,684 -165	-0.8%	-$17.4K	0.71%	33
2025 Q2	$2.24M	Sell	20,849 -315	-1%	-$32.6K	0.91%	24
2025 Q1	$2.36M	Sell	21,164 -418	-2%	-$47.6K	1.08%	21
2024 Q4	$2.56M	Buy	21,582 +4	+0%	+$494	1.13%	17
2024 Q3	$2.61M	Buy	21,578 +119	+0.6%	+$14.1K	1.17%	16
2024 Q2	$2.51M	Sell	21,459 -2,857	-12%	-$330K	1.25%	13
2024 Q1	$2.85M	Sell	24,316 -2,573	-10%	-$277K	1.52%	13
2023 Q4	$2.79M	Sell	26,889 -4,483	-14%	-$430K	1.62%	14
2023 Q3	$2.98M	Buy	31,372 +1,051	+3%	+$99.4K	1.83%	12
2023 Q2	$2.67M	Buy	30,321 +2,654	+10%	+$222K	1.56%	14
2023 Q1	$2.29M	Buy	27,667 +7,803	+39%	+$745K	1.43%	18
2022 Q4	$1.98M	Buy	+19,864	New	+$2.01M	1.33%	19

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Key Client Fiduciary Advisors's PRU Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Prudential Financial (PRU) stake by 7.2% in Q2 2026, selling an estimated $128K and leaving 16,170 shares worth $1.75M. The position accounts for 0.5% of the portfolio, ranked #44.

Key Client Fiduciary Advisors first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q3 2023. 284 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Key Client Fiduciary Advisors held 16,170 shares of Prudential Financial worth $1.75M as of Q2 2026.
Key Client Fiduciary Advisors sold 1,255 Prudential Financial shares in Q2 2026, an estimated $128K.
Prudential Financial made up 0.5% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #44 holding.
Key Client Fiduciary Advisors first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
Key Client Fiduciary Advisors's Prudential Financial position peaked at $2.98M in Q3 2023.
284 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.