Neo Ivy Capital Management’s Prudential Financial PRU Stock Holding History

Neo Ivy 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	–	Sell	-1,604	Closed	-$157K	–	469
2026 Q1	$157K	Buy	+1,604	New	+$166K	0.04%	276
2025 Q3	–	Sell	-20,508	Closed	-$2.2M	–	509
2025 Q2	$2.2M	Buy	+20,508	New	+$2.12M	0.7%	37
2024 Q3	–	Sell	-31,392	Closed	-$3.68M	–	371
2024 Q2	$3.68M	Buy	+31,392	New	+$3.62M	0.72%	50
2022 Q4	–	Sell	-463	Closed	-$40K	–	509
2022 Q3	$40K	Buy	+463	New	+$44.6K	0.11%	250
2022 Q2	–	Sell	-1,556	Closed	-$184K	–	573
2022 Q1	$184K	Sell	1,556 -156	-9%	-$17.7K	0.17%	221
2021 Q4	$185K	Sell	1,712 -11,219	-87%	-$1.22M	0.27%	147
2021 Q3	$787K	Buy	+12,931	New	+$1.33M	0.9%	7
2020 Q3	–	Sell	-12,931	Closed	-$787K	–	584
2020 Q2	$787K	Buy	+12,931	New	+$759K	0.9%	7
2020 Q1	–	Sell	-3,420	Closed	-$321K	–	528
2019 Q4	$321K	Sell	3,420 -4,564	-57%	-$419K	0.37%	124
2019 Q3	$639K	Buy	+7,984	New	+$724K	0.42%	126
2019 Q2	–	Sell	-15,688	Closed	-$1.44M	–	382
2019 Q1	$1.44M	Buy	+15,688	New	+$1.45M	0.82%	14

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's PRU Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 1,604 shares — an estimated $157K sold.

Neo Ivy Capital Management first reported a position in PRU in Q1 2019 and held it in 11 quarters. The position peaked at $3.68M in Q2 2024. 1,417 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Neo Ivy Capital Management reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 1,604 Prudential Financial shares in Q2 2026, an estimated $157K.
Neo Ivy Capital Management first reported a position in Prudential Financial in Q1 2019 and held it in 11 quarters.
Neo Ivy Capital Management's Prudential Financial position peaked at $3.68M in Q2 2024.
1,417 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.