Key Financial Inc’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166K Sell
1,541
-182
-11% -$18.5K 0.03% 335
2026
Q1
$168K Buy
1,723
+170
+11% +$17.6K 0.03% 315
2025
Q4
$175K Buy
1,553
+5
+0.3% +$536 0.03% 308
2025
Q3
$159K Buy
1,548
+922
+147% +$97.1K 0.03% 327
2025
Q2
$67.3K Buy
626
+5
+0.8% +$518 0.01% 442
2025
Q1
$69.4K Buy
621
+5
+0.8% +$570 0.02% 425
2024
Q4
$73K Sell
616
-9
-1% -$1.11K 0.02% 416
2024
Q3
$75.7K Buy
625
+16
+3% +$1.89K 0.02% 404
2024
Q2
$71.3K Buy
609
+41
+7% +$4.73K 0.02% 403
2024
Q1
$66.6K Buy
568
+5
+0.9% +$539 0.02% 389
2023
Q4
$58.4K Buy
563
+4
+0.7% +$384 0.02% 401
2023
Q3
$53K Buy
559
+5
+0.9% +$473 0.02% 401
2023
Q2
$48.9K Buy
554
+41
+8% +$3.43K 0.02% 412
2023
Q1
$42.4K Sell
513
-51
-9% -$4.87K 0.02% 413
2022
Q4
$48.4K Hold
564
0.02% 362
2022
Q3
$48K Buy
564
+27
+5% +$2.6K 0.02% 369
2022
Q2
$52K Sell
537
-65
-11% -$6.88K 0.03% 352
2022
Q1
$71K Buy
602
+3
+0.5% +$341 0.04% 313
2021
Q4
$65K Buy
599
+395
+194% +$42.9K 0.03% 311
2021
Q3
$21K Hold
204
0.01% 462
2021
Q2
$20K Hold
204
0.01% 473
2021
Q1
$19K Buy
204
+34
+20% +$2.91K 0.01% 411
2020
Q4
$13K Buy
+170
New +$12.3K 0.01% 435
2020
Q2
Sell
-170
Closed -$9K 480
2020
Q1
$9K Buy
+170
New +$13.5K 0.01% 419

Other funds holding PRU

Key Financial Inc's PRU Position: Q2 2026 in Review

Key Financial Inc reduced its Prudential Financial (PRU) stake by 11% in Q2 2026, selling an estimated $18.5K and leaving 1,541 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #335.

Key Financial Inc first reported a position in PRU in Q1 2020 and has held it in 24 quarters since. The position peaked at $175K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Key Financial Inc held 1,541 shares of Prudential Financial worth $166K as of Q2 2026.
  • Key Financial Inc sold 182 Prudential Financial shares in Q2 2026, an estimated $18.5K.
  • Prudential Financial made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #335 holding.
  • Key Financial Inc first reported a position in Prudential Financial in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Prudential Financial position peaked at $175K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.