MHS
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M Holdings Securities’s Prudential Financial PRU Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-10,371
Closed -$915K – 276
2023
Q2 		$915K Sell
10,371
-14,699
-59% -$1.23M 0.19% 74
2023
Q1 		$2.07M Buy
+25,070
New +$2.39M 0.21% 83

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

M Holdings Securities's PRU Position: Q2 2026 in Review

M Holdings Securities sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 12,946 shares — an estimated $1.31M sold.

M Holdings Securities first reported a position in PRU in Q3 2014 and held it in 29 quarters. The position peaked at $2.79M in Q2 2021. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • M Holdings Securities reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 12,946 Prudential Financial shares in Q2 2026, an estimated $1.31M.
  • M Holdings Securities first reported a position in Prudential Financial in Q3 2014 and held it in 29 quarters.
  • M Holdings Securities's Prudential Financial position peaked at $2.79M in Q2 2021.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.