Longfellow Investment Management’s Prudential Financial PRU Stock Holding History

Longfellow Investment Management’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	$1.41M	Hold	13,110	–	–	0.29%	70
2026 Q1	$1.28M	Buy	13,110 +4,092	+45%	+$424K	0.27%	69
2025 Q4	$1.02M	Hold	9,018	–	–	0.23%	76
2025 Q3	$936K	Hold	9,018	–	–	0.22%	80
2025 Q2	$969K	Hold	9,018	–	–	0.24%	75
2025 Q1	$1.01M	Hold	9,018	–	–	0.25%	59
2024 Q4	$1.07M	Sell	9,018 -579	-6%	-$71.5K	0.27%	50
2024 Q3	$1.16M	Buy	9,597 +58	+0.6%	+$6.86K	0.29%	49
2024 Q2	$1.12M	Buy	9,539 +66	+0.7%	+$7.62K	0.28%	48
2024 Q1	$1.11M	Buy	9,473 +73	+0.8%	+$7.87K	0.25%	45
2023 Q4	$975K	Hold	9,400	–	–	0.24%	52
2023 Q3	$892K	Hold	9,400	–	–	0.24%	61
2023 Q2	$829K	Buy	9,400 +382	+4%	+$32K	0.19%	77
2023 Q1	$746K	Hold	9,018	–	–	0.17%	85
2022 Q4	$897K	Hold	9,018	–	–	0.2%	84
2022 Q3	$774K	Hold	9,018	–	–	0.16%	118
2022 Q2	$863K	Buy	9,018 +1,704	+23%	+$180K	0.19%	106
2022 Q1	$865K	Hold	7,314	–	–	0.14%	131
2021 Q4	$792K	Sell	7,314 -3,386	-32%	-$368K	0.13%	137
2021 Q3	$1.13M	Hold	10,700	–	–	0.18%	118
2021 Q2	$1.1M	Sell	10,700 -4,801	-31%	-$490K	0.16%	132
2021 Q1	$1.41M	Buy	15,501 +7,989	+106%	+$684K	0.17%	137
2020 Q4	$587K	Buy	+7,512	New	+$543K	0.07%	188

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Longfellow Investment Management's PRU Position: Q2 2026 in Review

Longfellow Investment Management held its Prudential Financial (PRU) position steady in Q2 2026 at 13,110 shares worth $1.41M. The position accounts for 0.29% of the portfolio, ranked #70.

Longfellow Investment Management first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Longfellow Investment Management held 13,110 shares of Prudential Financial worth $1.41M as of Q2 2026.
Longfellow Investment Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.29% of Longfellow Investment Management's portfolio in Q2 2026, its #70 holding.
Longfellow Investment Management first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.