OF
PRU icon

Optimize Financial’s Prudential Financial PRU Stock Holding History

Optimize Financial’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 		$528K Sell
4,888
-17
-0.3% -$1.73K 0.19% 126
2026
Q1 		$479K Buy
+4,905
New +$508K 0.24% 111
2025
Q3 		– Sell
-3,351
Closed -$360K – 409
2025
Q2 		$360K Sell
3,351
-24
-0.7% -$2.49K 0.22% 138
2025
Q1 		$377K Buy
3,375
+425
+14% +$48.4K 0.14% 125
2024
Q4 		$350K Buy
+2,950
New +$364K 0.26% 116

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

Optimize Financial's PRU Position: Q2 2026 in Review

Optimize Financial reduced its Prudential Financial (PRU) stake by 0.35% in Q2 2026, selling an estimated $1.73K and leaving 4,888 shares worth $528K. The position accounts for 0.19% of the portfolio, ranked #126.

Optimize Financial first reported a position in PRU in Q4 2024 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Optimize Financial held 4,888 shares of Prudential Financial worth $528K as of Q2 2026.
  • Optimize Financial sold 17 Prudential Financial shares in Q2 2026, an estimated $1.73K.
  • Prudential Financial made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #126 holding.
  • Optimize Financial first reported a position in Prudential Financial in Q4 2024 and has held it in 5 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.