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MassMutual Private Wealth & Trust’s Prudential Financial PRU Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.27M Sell
58,101
-1,669
-3% -$170K 0.16% 115
2026
Q1 		$5.84M Sell
59,770
-1,463
-2% -$152K 0.16% 116
2025
Q4 		$6.91M Sell
61,233
-2,829
-4% -$303K 0.18% 107
2025
Q3 		$6.65M Sell
64,062
-2,283
-3% -$240K 0.17% 112
2025
Q2 		$7.13M Sell
66,345
-491
-0.7% -$50.9K 0.19% 107
2025
Q1 		$7.46M Sell
66,836
-861
-1% -$98.1K 0.22% 103
2024
Q4 		$8.02M Sell
67,697
-920
-1% -$114K 0.23% 99
2024
Q3 		$8.31M Buy
68,617
+749
+1% +$88.5K 0.24% 96
2024
Q2 		$7.95M Sell
67,868
-1,090
-2% -$126K 0.24% 90
2024
Q1 		$8.1M Sell
68,958
-582
-0.8% -$62.7K 0.25% 89
2023
Q4 		$7.21M Sell
69,540
-5,315
-7% -$510K 0.24% 96
2023
Q3 		$7.1M Sell
74,855
-536
-0.7% -$50.7K 0.26% 93
2023
Q2 		$6.65M Buy
75,391
+2,265
+3% +$190K 0.24% 98
2023
Q1 		$6.05M Buy
73,126
+2,611
+4% +$249K 0.23% 108
2022
Q4 		$7.01M Buy
70,515
+2,428
+4% +$246K 0.29% 93
2022
Q3 		$5.84M Buy
68,087
+10,409
+18% +$1M 0.27% 106
2022
Q2 		$5.52M Buy
57,678
+10,779
+23% +$1.14M 0.24% 115
2022
Q1 		$5.54M Buy
46,899
+7,402
+19% +$842K 0.21% 118
2021
Q4 		$4.28M Buy
39,497
+14,401
+57% +$1.56M 0.16% 138
2021
Q3 		$2.64M Buy
25,096
+11,317
+82% +$1.17M 0.11% 158
2021
Q2 		$1.41M Buy
13,779
+806
+6% +$82.3K 0.06% 207
2021
Q1 		$1.18M Buy
12,973
+218
+2% +$18.7K 0.06% 211
2020
Q4 		$996K Buy
12,755
+3,218
+34% +$233K 0.05% 213
2020
Q3 		$606K Buy
9,537
+2,714
+40% +$178K 0.04% 239
2020
Q2 		$416K Buy
6,823
+616
+10% +$36.2K 0.03% 269
2020
Q1 		$324K Buy
6,207
+176
+3% +$14K 0.03% 269
2019
Q4 		$565K Buy
6,031
+1,093
+22% +$100K 0.03% 255
2019
Q3 		$444K Buy
4,938
+2,558
+107% +$232K 0.03% 277
2019
Q2 		$240K Sell
2,380
-184
-7% -$18.3K 0.02% 322
2019
Q1 		$236K Buy
2,564
+776
+43% +$71.5K 0.02% 328
2018
Q4 		$146K Sell
1,788
-98
-5% -$9.03K 0.01% 342
2018
Q3 		$191K Sell
1,886
-11,790
-86% -$1.16M 0.01% 342
2018
Q2 		$1.28M Sell
13,676
-8,155
-37% -$824K 0.1% 166
2018
Q1 		$2.26M Buy
21,831
+3,650
+20% +$411K 0.19% 125
2017
Q4 		$2.09M Buy
18,181
+1,220
+7% +$137K 0.17% 130
2017
Q3 		$1.8M Buy
16,961
+16,571
+4,249% +$1.77M 0.15% 142
2017
Q2 		$42.2K Buy
390
+165
+73% +$17.5K ﹤0.01% 499
2017
Q1 		$24K Buy
225
+25
+13% +$2.7K ﹤0.01% 569
2016
Q4 		$20.8K Buy
+200
New +$19K ﹤0.01% 424
2016
Q2 		$14.3K Hold
200
– – ﹤0.01% 475
2016
Q1 		$14.4K Sell
200
-144
-42% -$10K ﹤0.01% 488
2015
Q4 		$28K Buy
344
+222
+182% +$18.4K ﹤0.01% 402
2015
Q3 		$10.7K Hold
122
– – ﹤0.01% 523
2015
Q2 		$10.8K Buy
122
+22
+22% +$1.87K ﹤0.01% 481
2015
Q1 		$8.03K Sell
100
-225
-69% -$18.2K ﹤0.01% 532
2014
Q4 		$29.4K Buy
325
+203
+166% +$17.4K 0.01% 298
2014
Q3 		$10.7K Hold
122
– – ﹤0.01% 516
2014
Q2 		$10.8K Hold
122
– – ﹤0.01% 349
2014
Q1 		$10.3K Buy
122
+44
+56% +$3.79K 0.01% 329
2013
Q4 		$7.19K Buy
+78
New +$6.66K 0.01% 330

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's PRU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Prudential Financial (PRU) stake by 2.8% in Q2 2026, selling an estimated $170K and leaving 58,101 shares worth $6.27M. The position accounts for 0.16% of the portfolio, ranked #115.

MassMutual Private Wealth & Trust first reported a position in PRU in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.31M in Q3 2024. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • MassMutual Private Wealth & Trust held 58,101 shares of Prudential Financial worth $6.27M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,669 Prudential Financial shares in Q2 2026, an estimated $170K.
  • Prudential Financial made up 0.16% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #115 holding.
  • MassMutual Private Wealth & Trust first reported a position in Prudential Financial in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Prudential Financial position peaked at $8.31M in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.