MOTCO’s Prudential Financial PRU Stock Holding History

MOTCO’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	$18K	Buy	167 +7	+4%	+$712	﹤0.01%	397
2026 Q1	$15.6K	Hold	160	–	–	﹤0.01%	424
2025 Q4	$18.1K	Hold	160	–	–	﹤0.01%	418
2025 Q3	$16.6K	Hold	160	–	–	﹤0.01%	423
2025 Q2	$16.6K	Hold	160	–	–	﹤0.01%	389
2025 Q1	$17.9K	Buy	+160	New	+$18.2K	﹤0.01%	377
2024 Q2	–	Sell	-20	Closed	-$2.35K	–	762
2024 Q1	$2.35K	Sell	20 -34	-63%	-$3.66K	﹤0.01%	606
2023 Q4	$5.6K	Hold	54	–	–	﹤0.01%	516
2023 Q3	$5.12K	Hold	54	–	–	﹤0.01%	553
2023 Q2	$4.76K	Sell	54 -6	-10%	-$502	﹤0.01%	564
2023 Q1	$4.96K	Hold	60	–	–	﹤0.01%	503
2022 Q4	$5.97K	Hold	60	–	–	﹤0.01%	511
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	559
2022 Q2	$6K	Buy	60 +27	+82%	+$2.86K	﹤0.01%	506
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	548
2021 Q4	$4K	Hold	33	–	–	﹤0.01%	535
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	570
2021 Q2	$3K	Sell	33 -235	-88%	-$24K	﹤0.01%	588
2021 Q1	$24K	Sell	268 -109	-29%	-$9.33K	﹤0.01%	394
2020 Q4	$29K	Hold	377	–	–	﹤0.01%	403
2020 Q3	$24K	Buy	377 +235	+165%	+$15.4K	﹤0.01%	392
2020 Q2	$9K	Sell	142 -135	-49%	-$7.93K	﹤0.01%	436
2020 Q1	$14K	Buy	277 +81	+41%	+$6.44K	﹤0.01%	415
2019 Q4	$18K	Sell	196 -40,696	-100%	-$3.74M	﹤0.01%	396
2019 Q3	$3.68M	Buy	40,892 +7,394	+22%	+$670K	0.33%	108
2019 Q2	$3.38M	Buy	33,498 +352	+1%	+$35.1K	0.32%	104
2019 Q1	$3.04M	Buy	33,146 +2,695	+9%	+$248K	0.3%	107
2018 Q4	$2.48M	Buy	30,451 +1,724	+6%	+$159K	0.27%	109
2018 Q3	$2.91M	Buy	28,727 +988	+4%	+$97.4K	0.29%	105
2018 Q2	$2.59M	Buy	27,739 +1,707	+7%	+$172K	0.27%	107
2018 Q1	$2.7M	Buy	26,032 +2,063	+9%	+$233K	0.28%	107
2017 Q4	$2.76M	Buy	23,969 +23,863	+22,512%	+$2.68M	0.28%	109
2017 Q3	$11K	Sell	106 -94	-47%	-$10K	﹤0.01%	466
2017 Q2	$22K	Buy	+200	New	+$21.2K	﹤0.01%	411
2016 Q3	–	Sell	-20	Closed	-$1K	–	672
2016 Q2	$1K	Buy	+20	New	+$1.51K	﹤0.01%	478
2015 Q2	–	Sell	-53	Closed	-$4K	–	589
2015 Q1	$4K	Sell	53 -55	-51%	-$4.46K	﹤0.01%	531
2014 Q4	$10K	Hold	108	–	–	﹤0.01%	472
2014 Q3	$9K	Hold	108	–	–	﹤0.01%	494
2014 Q2	$10K	Hold	108	–	–	﹤0.01%	467
2014 Q1	$9K	Sell	108 -200	-65%	-$17.2K	﹤0.01%	461
2013 Q4	$28K	Sell	308 -100	-25%	-$8.54K	﹤0.01%	333
2013 Q3	$32K	Hold	408	–	–	﹤0.01%	340
2013 Q2	$30K	Buy	+408	New	+$26.5K	﹤0.01%	350

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

MOTCO's PRU Position: Q2 2026 in Review

MOTCO increased its Prudential Financial (PRU) stake by 4.4% in Q2 2026, buying an estimated $712 and bringing the position to 167 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

MOTCO first reported a position in PRU in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.68M in Q3 2019. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

MOTCO held 167 shares of Prudential Financial worth $18K as of Q2 2026.
MOTCO bought 7 Prudential Financial shares in Q2 2026, an estimated $712.
Prudential Financial made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #397 holding.
MOTCO first reported a position in Prudential Financial in Q2 2013 and has held it in 43 quarters since.
MOTCO's Prudential Financial position peaked at $3.68M in Q3 2019.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.