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McGlone Suttner Wealth Management’s Prudential Financial PRU Stock Holding History

McGlone Suttner Wealth 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 		$1.17M Buy
10,813
+610
+6% +$62K 0.14% 76
2026
Q1 		$997K Buy
10,203
+698
+7% +$72.3K 0.13% 79
2025
Q4 		$1.07M Buy
9,505
+705
+8% +$75.6K 0.14% 72
2025
Q3 		$913K Buy
8,800
+377
+4% +$39.7K 0.13% 78
2025
Q2 		$905K Buy
8,423
+660
+9% +$68.4K 0.14% 77
2025
Q1 		$867K Buy
7,763
+1,020
+15% +$116K 0.14% 78
2024
Q4 		$799K Buy
6,743
+433
+7% +$53.5K 0.13% 74
2024
Q3 		$764K Buy
6,310
+1,327
+27% +$157K 0.16% 74
2024
Q2 		$517K Sell
4,983
-862
-15% -$99.5K 0.11% 81
2024
Q1 		$686K Buy
5,845
+862
+17% +$92.9K 0.13% 74
2023
Q4 		$517K Buy
4,983
+432
+9% +$41.4K 0.1% 81
2023
Q3 		$432K Buy
4,551
+258
+6% +$24.4K 0.1% 82
2023
Q2 		$379K Buy
4,293
+245
+6% +$20.5K 0.09% 91
2023
Q1 		$335K Buy
4,048
+525
+15% +$50.1K 0.09% 99
2022
Q4 		$350K Buy
+3,523
New +$357K 0.11% 88

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McGlone Suttner Wealth Management's PRU Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Prudential Financial (PRU) stake by 6% in Q2 2026, buying an estimated $62K and bringing the position to 10,813 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #76.

McGlone Suttner Wealth Management first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. 533 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • McGlone Suttner Wealth Management held 10,813 shares of Prudential Financial worth $1.17M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 610 Prudential Financial shares in Q2 2026, an estimated $62K.
  • Prudential Financial made up 0.14% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #76 holding.
  • McGlone Suttner Wealth Management first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
  • 533 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.