Northwest & Ethical Investments’s Prudential Financial PRU Stock Holding History

Northwest & Ethical Investments’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	-19,394	Closed	-$1.89M	–	564
2026 Q1	$1.89M	Sell	19,394 -17,494	-47%	-$1.81M	0.04%	260
2025 Q4	$4.16M	Sell	36,888 -2,400	-6%	-$257K	0.09%	195
2025 Q3	$4.08M	Hold	39,288	–	–	0.1%	207
2025 Q2	$4.22M	Buy	39,288 +3,656	+10%	+$379K	0.1%	199
2025 Q1	$3.98M	Sell	35,632 -11,800	-25%	-$1.34M	0.11%	198
2024 Q4	$5.62M	Hold	47,432	–	–	0.15%	173
2024 Q3	$5.74M	Buy	47,432 +977	+2%	+$115K	0.15%	168
2024 Q2	$5.44M	Buy	46,455 +2,800	+6%	+$323K	0.16%	163
2024 Q1	$5.13M	Buy	43,655 +885	+2%	+$95.4K	0.15%	171
2023 Q4	$4.44M	Hold	42,770	–	–	0.14%	190
2023 Q3	$4.06M	Hold	42,770	–	–	0.14%	192
2023 Q2	$3.77M	Hold	42,770	–	–	0.12%	203
2023 Q1	$3.54M	Hold	42,770	–	–	0.12%	204
2022 Q4	$4.25M	Hold	42,770	–	–	0.15%	186
2022 Q3	$3.67M	Hold	42,770	–	–	0.15%	184
2022 Q2	$4.09M	Hold	42,770	–	–	0.15%	171
2022 Q1	$5.05M	Sell	42,770 -11,388	-21%	-$1.29M	0.16%	163
2021 Q4	$5.86M	Hold	54,158	–	–	0.17%	147
2021 Q3	$5.7M	Hold	54,158	–	–	0.19%	148
2021 Q2	$5.55M	Sell	54,158 -440	-0.8%	-$44.9K	0.18%	154
2021 Q1	$4.97M	Hold	54,598	–	–	0.17%	160
2020 Q4	$4.26M	Hold	54,598	–	–	0.16%	166
2020 Q3	$3.47M	Sell	54,598 -2,300	-4%	-$151K	0.15%	173
2020 Q2	$3.47M	Hold	56,898	–	–	0.16%	169
2020 Q1	$2.97M	Sell	56,898 -26,852	-32%	-$2.13M	0.17%	165
2019 Q4	$7.85M	Buy	83,750 +6,057	+8%	+$556K	0.35%	93
2019 Q3	$6.99M	Buy	77,693 +11,655	+18%	+$1.06M	0.34%	93
2019 Q2	$6.67M	Sell	66,038 -1,140	-2%	-$114K	0.33%	98
2019 Q1	$6.17M	Buy	67,178 +411	+0.6%	+$37.9K	0.32%	97
2018 Q4	$5.44M	Buy	66,767 +41,841	+168%	+$3.85M	0.32%	95
2018 Q3	$2.53M	Buy	24,926 +10,774	+76%	+$1.06M	0.16%	190
2018 Q2	$1.32M	Sell	14,152 -15,334	-52%	-$1.55M	0.09%	251
2018 Q1	$3.05M	Buy	29,486 +17,086	+138%	+$1.93M	0.21%	159
2017 Q4	$1.43M	Sell	12,400 -14,800	-54%	-$1.66M	0.09%	252
2017 Q3	$2.89M	Sell	27,200 -10,841	-28%	-$1.16M	0.18%	153
2017 Q2	$4.11M	Sell	38,041 -7,604	-17%	-$807K	0.28%	95
2017 Q1	$4.87M	Sell	45,645 -20,500	-31%	-$2.21M	0.33%	68
2016 Q4	$6.88M	Sell	66,145 -8,555	-11%	-$811K	0.47%	43
2016 Q3	$6.1M	Buy	+74,700	New	+$5.73M	0.43%	51

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

Northwest & Ethical Investments's PRU Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 19,394 shares — an estimated $1.89M sold.

Northwest & Ethical Investments first reported a position in PRU in Q3 2016 and held it in 39 quarters. The position peaked at $7.85M in Q4 2019. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Northwest & Ethical Investments reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Northwest & Ethical Investments sold 19,394 Prudential Financial shares in Q2 2026, an estimated $1.89M.
Northwest & Ethical Investments first reported a position in Prudential Financial in Q3 2016 and held it in 39 quarters.
Northwest & Ethical Investments's Prudential Financial position peaked at $7.85M in Q4 2019.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.