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Morgan Dempsey Capital Management’s Prudential Financial PRU Stock Holding History

Morgan Dempsey Capital 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 		$4.46M Sell
41,326
-3,643
-8% -$370K 1.91% 32
2026
Q1 		$4.39M Sell
44,969
-1,529
-3% -$158K 2% 29
2025
Q4 		$5.25M Sell
46,498
-4,874
-9% -$523K 2.55% 19
2025
Q3 		$5.33M Sell
51,372
-6,814
-12% -$718K 2.37% 23
2025
Q2 		$6.25M Sell
58,186
-783
-1% -$81.1K 2.61% 20
2025
Q1 		$6.59M Sell
58,969
-6,651
-10% -$758K 2.74% 18
2024
Q4 		$7.78M Sell
65,620
-6,591
-9% -$814K 3.13% 12
2024
Q3 		$8.74M Sell
72,211
-4,579
-6% -$541K 3% 12
2024
Q2 		$9M Sell
76,790
-2,068
-3% -$239K 3% 12
2024
Q1 		$9.26M Sell
78,858
-8,414
-10% -$907K 2.96% 16
2023
Q4 		$9.05M Sell
87,272
-4,535
-5% -$435K 2.77% 22
2023
Q3 		$8.71M Buy
91,807
+772
+0.8% +$73K 2.71% 19
2023
Q2 		$8.03M Sell
91,035
-2,025
-2% -$169K 2.29% 26
2023
Q1 		$7.7M Sell
93,060
-178
-0.2% -$17K 2.08% 33
2022
Q4 		$9.27M Buy
93,238
+2,947
+3% +$298K 2.57% 24
2022
Q3 		$7.75M Sell
90,291
-639
-0.7% -$61.5K 2.55% 24
2022
Q2 		$8.7M Buy
90,930
+2,547
+3% +$270K 2.65% 22
2022
Q1 		$10.4M Sell
88,383
-1,519
-2% -$173K 3.1% 5
2021
Q4 		$9.73M Sell
89,902
-3,428
-4% -$372K 3.03% 9
2021
Q3 		$9.82M Sell
93,330
-4,939
-5% -$509K 3.23% 3
2021
Q2 		$10.1M Sell
98,269
-1,442
-1% -$147K 3.16% 5
2021
Q1 		$9.08M Buy
99,711
+14,448
+17% +$1.24M 2.87% 17
2020
Q4 		$6.66M Buy
85,263
+31,124
+57% +$2.25M 2.71% 21
2020
Q3 		$3.44M Buy
+54,139
New +$3.56M 1.32% 32

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

Morgan Dempsey Capital Management's PRU Position: Q2 2026 in Review

Morgan Dempsey Capital Management reduced its Prudential Financial (PRU) stake by 8.1% in Q2 2026, selling an estimated $370K and leaving 41,326 shares worth $4.46M. The position accounts for 1.91% of the portfolio, ranked #32.

Morgan Dempsey Capital Management first reported a position in PRU in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.4M in Q1 2022. 1,409 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Morgan Dempsey Capital Management held 41,326 shares of Prudential Financial worth $4.46M as of Q2 2026.
  • Morgan Dempsey Capital Management sold 3,643 Prudential Financial shares in Q2 2026, an estimated $370K.
  • Prudential Financial made up 1.91% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #32 holding.
  • Morgan Dempsey Capital Management first reported a position in Prudential Financial in Q3 2020 and has held it in 24 quarters since.
  • Morgan Dempsey Capital Management's Prudential Financial position peaked at $10.4M in Q1 2022.
  • 1,409 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.