Moisand Fitzgerald Tamayo’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57.5K | Hold |
533
| – | – | 0.01% | 195 |
|
|
2026
Q1 | $52.1K | Hold |
533
| – | – | 0.01% | 194 |
|
|
2025
Q4 | $60.2K | Sell |
533
-109
| -17% | -$11.7K | 0.01% | 182 |
|
|
2025
Q3 | $66.6K | Buy |
642
+109
| +20% | +$11.5K | 0.01% | 172 |
|
|
2025
Q2 | $57.3K | Hold |
533
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $59.5K | Sell |
533
-39
| -7% | -$4.44K | 0.01% | 173 |
|
|
2024
Q4 | $67.8K | Buy |
572
+39
| +7% | +$4.82K | 0.01% | 165 |
|
|
2024
Q3 | $64.5K | Hold |
533
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $62.5K | Sell |
533
-356
| -40% | -$41.1K | 0.01% | 160 |
|
|
2024
Q1 | $104K | Buy |
889
+33
| +4% | +$3.56K | 0.02% | 133 |
|
|
2023
Q4 | $88.8K | Sell |
856
-8
| -0.9% | -$767 | 0.02% | 135 |
|
|
2023
Q3 | $82K | Hold |
864
| – | – | 0.02% | 139 |
|
|
2023
Q2 | $76.2K | Hold |
864
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $71.5K | Hold |
864
| – | – | 0.02% | 153 |
|
|
2022
Q4 | $85.9K | Buy |
864
+185
| +27% | +$18.7K | 0.02% | 130 |
|
|
2022
Q3 | $58K | Buy |
679
+172
| +34% | +$16.6K | 0.02% | 153 |
|
|
2022
Q2 | $49K | Buy |
507
+433
| +585% | +$45.8K | 0.01% | 157 |
|
|
2022
Q1 | $9K | Sell |
74
-433
| -85% | -$49.2K | ﹤0.01% | 198 |
|
|
2021
Q4 | $55K | Hold |
507
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $53K | Hold |
507
| – | – | 0.02% | 146 |
|
|
2021
Q2 | $52K | Hold |
507
| – | – | 0.02% | 151 |
|
|
2021
Q1 | $46K | Buy |
507
+356
| +236% | +$30.5K | 0.02% | 132 |
|
|
2020
Q4 | $12K | Hold |
151
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $10K | Buy |
151
+31
| +26% | +$2.04K | 0.01% | 197 |
|
|
2020
Q2 | $7K | Buy |
120
+28
| +30% | +$1.64K | ﹤0.01% | 207 |
|
|
2020
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 201 |
|
|
2019
Q4 | $9K | Hold |
92
| – | – | ﹤0.01% | 204 |
|
|
2019
Q3 | $8K | Sell |
92
-9
| -9% | -$816 | ﹤0.01% | 207 |
|
|
2019
Q2 | $10K | Hold |
101
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $9K | Hold |
101
| – | – | 0.01% | 201 |
|
|
2018
Q4 | $8K | Sell |
101
-190
| -65% | -$17.5K | 0.01% | 203 |
|
|
2018
Q3 | $29K | Hold |
291
| – | – | 0.02% | 149 |
|
|
2018
Q2 | $27K | Buy |
291
+74
| +34% | +$7.48K | 0.02% | 144 |
|
|
2018
Q1 | $22K | Sell |
217
-33
| -13% | -$3.72K | 0.01% | 160 |
|
|
2017
Q4 | $29K | Hold |
250
| – | – | 0.02% | 128 |
|
|
2017
Q3 | $27K | Buy |
+250
| New | +$26.7K | 0.02% | 143 |
|
|
2016
Q2 | – | Sell |
-33
| Closed | -$2K | – | 160 |
|
|
2016
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 203 |
|
|
2015
Q4 | $3K | Buy |
+33
| New | +$2.73K | ﹤0.01% | 187 |
|
Other funds holding PRU
NLI
WCM
AV
VFM
GI
BB
CNB
Moisand Fitzgerald Tamayo's PRU Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo held its Prudential Financial (PRU) position steady in Q2 2026 at 533 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #195.
Moisand Fitzgerald Tamayo first reported a position in PRU in Q4 2015 and has held it in 38 quarters since. The position peaked at $104K in Q1 2024. 284 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Moisand Fitzgerald Tamayo held 533 shares of Prudential Financial worth $57.5K as of Q2 2026.
- Moisand Fitzgerald Tamayo left its Prudential Financial share count unchanged in Q2 2026.
- Prudential Financial made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #195 holding.
- Moisand Fitzgerald Tamayo first reported a position in Prudential Financial in Q4 2015 and has held it in 38 quarters since.
- Moisand Fitzgerald Tamayo's Prudential Financial position peaked at $104K in Q1 2024.
- 284 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.