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Legacy Capital Group California’s Prudential Financial PRU Stock Holding History

Legacy Capital Group California’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 		$821K Sell
7,611
-91
-1% -$9.25K 0.25% 117
2026
Q1 		$752K Sell
7,702
-754
-9% -$78.1K 0.29% 110
2025
Q4 		$955K Sell
8,456
-22
-0.3% -$2.36K 0.23% 113
2025
Q3 		$880K Buy
8,478
+1,879
+28% +$198K 0.22% 119
2025
Q2 		$709K Sell
6,599
-182
-3% -$18.9K 0.2% 131
2025
Q1 		$757K Sell
6,781
-67
-1% -$7.63K 0.26% 100
2024
Q4 		$812K Sell
6,848
-42
-0.6% -$5.18K 0.25% 105
2024
Q3 		$834K Sell
6,890
-426
-6% -$50.4K 0.28% 102
2024
Q2 		$857K Buy
7,316
+69
+1% +$7.96K 0.31% 89
2024
Q1 		$851K Sell
7,247
-216
-3% -$23.3K 0.31% 96
2023
Q4 		$774K Sell
7,463
-29
-0.4% -$2.78K 0.3% 104
2023
Q3 		$711K Buy
7,492
+16
+0.2% +$1.51K 0.31% 94
2023
Q2 		$660K Buy
7,476
+217
+3% +$18.2K 0.27% 111
2023
Q1 		$601K Buy
+7,259
New +$693K 0.29% 104

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

Legacy Capital Group California's PRU Position: Q2 2026 in Review

Legacy Capital Group California reduced its Prudential Financial (PRU) stake by 1.2% in Q2 2026, selling an estimated $9.25K and leaving 7,611 shares worth $821K. The position accounts for 0.25% of the portfolio, ranked #117.

Legacy Capital Group California first reported a position in PRU in Q1 2023 and has held it in 14 quarters since. The position peaked at $955K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Legacy Capital Group California held 7,611 shares of Prudential Financial worth $821K as of Q2 2026.
  • Legacy Capital Group California sold 91 Prudential Financial shares in Q2 2026, an estimated $9.25K.
  • Prudential Financial made up 0.25% of Legacy Capital Group California's portfolio in Q2 2026, its #117 holding.
  • Legacy Capital Group California first reported a position in Prudential Financial in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Prudential Financial position peaked at $955K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.