NERM
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New England Research & Management’s Prudential Financial PRU Stock Holding History

New England Research & 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 		$322K Sell
2,986
-350
-10% -$35.6K 0.13% 120
2026
Q1 		$326K Buy
+3,336
New +$345K 0.14% 125
2025
Q1 		– Sell
-2,621
Closed -$311K – 160
2024
Q4 		$311K Sell
2,621
-555
-17% -$68.5K 0.16% 125
2024
Q3 		$385K Sell
3,176
-3,603
-53% -$426K 0.18% 127
2024
Q2 		$794K Sell
6,779
-770
-10% -$88.9K 0.38% 83
2024
Q1 		$886K Sell
7,549
-4,290
-36% -$462K 0.43% 80
2023
Q4 		$1.23M Sell
11,839
-525
-4% -$50.4K 0.65% 58
2023
Q3 		$1.17M Sell
12,364
-200
-2% -$18.9K 0.67% 56
2023
Q2 		$1.11M Sell
12,564
-8,512
-40% -$712K 0.64% 66
2023
Q1 		$1.74M Sell
21,076
-115
-0.5% -$11K 1.02% 29
2022
Q4 		$2.11M Sell
21,191
-270
-1% -$27.3K 1.21% 23
2022
Q3 		$1.84M Buy
21,461
+1,330
+7% +$128K 1.16% 24
2022
Q2 		$1.93M Buy
20,131
+3,525
+21% +$373K 1.12% 27
2022
Q1 		$1.96M Buy
16,606
+1,345
+9% +$153K 1.02% 30
2021
Q4 		$1.65M Buy
15,261
+11,795
+340% +$1.28M 0.8% 40
2021
Q3 		$365K Buy
+3,466
New +$357K 0.19% 128
2018
Q3 		– Sell
-13,370
Closed -$1.25M – 177
2018
Q2 		$1.25M Buy
13,370
+900
+7% +$90.9K 0.83% 43
2018
Q1 		$1.29M Buy
12,470
+6,335
+103% +$714K 0.87% 44
2017
Q4 		$705K Hold
6,135
– – 0.5% 82
2017
Q3 		$652K Buy
+6,135
New +$656K 0.48% 79

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

New England Research & Management's PRU Position: Q2 2026 in Review

New England Research & Management reduced its Prudential Financial (PRU) stake by 10% in Q2 2026, selling an estimated $35.6K and leaving 2,986 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #120.

New England Research & Management first reported a position in PRU in Q3 2017 and has held it in 20 quarters since. The position peaked at $2.11M in Q4 2022. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • New England Research & Management held 2,986 shares of Prudential Financial worth $322K as of Q2 2026.
  • New England Research & Management sold 350 Prudential Financial shares in Q2 2026, an estimated $35.6K.
  • Prudential Financial made up 0.13% of New England Research & Management's portfolio in Q2 2026, its #120 holding.
  • New England Research & Management first reported a position in Prudential Financial in Q3 2017 and has held it in 20 quarters since.
  • New England Research & Management's Prudential Financial position peaked at $2.11M in Q4 2022.
  • 614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.