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KMG Fiduciary Partners’s Prudential Financial PRU Stock Holding History

KMG Fiduciary Partners’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 		$6.38M Buy
59,147
+11,657
+25% +$1.19M 0.59% 42
2026
Q1 		$4.64M Buy
47,490
+6,472
+16% +$670K 0.34% 84
2025
Q4 		$4.63M Buy
41,018
+2,640
+7% +$283K 0.33% 74
2025
Q3 		$3.98M Buy
38,378
+1,872
+5% +$197K 0.27% 88
2025
Q2 		$3.92M Sell
36,506
-1,377
-4% -$143K 0.29% 85
2025
Q1 		$4.23M Buy
37,883
+2,252
+6% +$257K 0.35% 70
2024
Q4 		$4.22M Sell
35,631
-35
-0.1% -$4.32K 0.35% 73
2024
Q3 		$4.32M Sell
35,666
-12,428
-26% -$1.47M 0.37% 69
2024
Q2 		$5.64M Sell
48,094
-95
-0.2% -$11K 0.55% 46
2024
Q1 		$5.66M Sell
48,189
-205
-0.4% -$22.1K 0.59% 45
2023
Q4 		$5.02M Buy
48,394
+22
+0% +$2.11K 0.58% 45
2023
Q3 		$4.59M Buy
48,372
+300
+0.6% +$28.4K 0.61% 44
2023
Q2 		$4.24M Buy
48,072
+9,149
+24% +$765K 0.55% 51
2023
Q1 		$3.22M Sell
38,923
-3,255
-8% -$311K 0.46% 58
2022
Q4 		$4.2M Buy
42,178
+1,540
+4% +$156K 0.69% 45
2022
Q3 		$3.49M Buy
40,638
+17,224
+74% +$1.66M 0.67% 48
2022
Q2 		$2.24M Buy
23,414
+1,909
+9% +$202K 0.42% 64
2022
Q1 		$2.54M Buy
21,505
+701
+3% +$79.7K 0.41% 61
2021
Q4 		$2.25M Buy
20,804
+412
+2% +$44.7K 0.35% 73
2021
Q3 		$2.15M Buy
20,392
+8,448
+71% +$871K 0.37% 63
2021
Q2 		$1.22M Buy
11,944
+939
+9% +$95.9K 0.22% 91
2021
Q1 		$1M Buy
11,005
+2,280
+26% +$195K 0.2% 95
2020
Q4 		$673K Buy
8,725
+225
+3% +$16.3K 0.14% 108
2020
Q3 		$540K Buy
+8,500
New +$559K 0.13% 108

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 $3.38T AUM 44.17% 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

KMG Fiduciary Partners's PRU Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Prudential Financial (PRU) stake by 25% in Q2 2026, buying an estimated $1.19M and bringing the position to 59,147 shares worth $6.38M. The position accounts for 0.59% of the portfolio, ranked #42.

KMG Fiduciary Partners first reported a position in PRU in Q3 2020 and has held it in 24 quarters since. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • KMG Fiduciary Partners held 59,147 shares of Prudential Financial worth $6.38M as of Q2 2026.
  • KMG Fiduciary Partners bought 11,657 Prudential Financial shares in Q2 2026, an estimated $1.19M.
  • Prudential Financial made up 0.59% of KMG Fiduciary Partners's portfolio in Q2 2026, its #42 holding.
  • KMG Fiduciary Partners first reported a position in Prudential Financial in Q3 2020 and has held it in 24 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.