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Patriot Financial Group Insurance Agency’s Prudential Financial PRU Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.48M Buy
13,684
+3,132
+30% +$318K 0.15% 170
2026
Q1 		$1.03M Buy
10,552
+5,501
+109% +$570K 0.06% 301
2025
Q4 		$570K Buy
5,051
+51
+1% +$5.47K 0.07% 273
2025
Q3 		$519K Sell
5,000
-157
-3% -$16.5K 0.07% 277
2025
Q2 		$554K Sell
5,157
-177
-3% -$18.3K 0.06% 294
2025
Q1 		$596K Buy
5,334
+258
+5% +$29.4K 0.08% 263
2024
Q4 		$602K Sell
5,076
-69
-1% -$8.52K 0.08% 257
2024
Q3 		$623K Buy
5,145
+27
+0.5% +$3.19K 0.08% 259
2024
Q2 		$600K Buy
5,118
+195
+4% +$22.5K 0.09% 245
2024
Q1 		$578K Buy
4,923
+146
+3% +$15.7K 0.09% 244
2023
Q4 		$495K Sell
4,777
-44
-0.9% -$4.22K 0.09% 248
2023
Q3 		$458K Sell
4,821
-666
-12% -$63K 0.09% 253
2023
Q2 		$484K Sell
5,487
-24
-0.4% -$2.01K 0.09% 246
2023
Q1 		$456K Sell
5,511
-114
-2% -$10.9K 0.09% 236
2022
Q4 		$559K Buy
5,625
+70
+1% +$7.09K 0.08% 190
2022
Q3 		$476K Buy
5,555
+117
+2% +$11.3K 0.12% 202
2022
Q2 		$520K Sell
5,438
-99
-2% -$10.5K 0.11% 197
2022
Q1 		$654K Sell
5,537
-396
-7% -$45K 0.12% 194
2021
Q4 		$642K Buy
5,933
+326
+6% +$35.4K 0.11% 196
2021
Q3 		$590K Buy
5,607
+88
+2% +$9.07K 0.1% 200
2021
Q2 		$565K Buy
5,519
+262
+5% +$26.8K 0.1% 209
2021
Q1 		$479K Buy
5,257
+214
+4% +$18.3K 0.11% 196
2020
Q4 		$394K Buy
5,043
+2,266
+82% +$164K 0.1% 214
2020
Q3 		$176K Buy
2,777
+2,124
+325% +$140K 0.06% 295
2020
Q2 		$40K Buy
653
+1
+0.2% +$59 0.02% 572
2020
Q1 		$34K Sell
652
-99
-13% -$7.87K 0.02% 529
2019
Q4 		$70K Buy
751
+5
+0.7% +$459 0.03% 417
2019
Q3 		$67K Sell
746
-294
-28% -$26.6K 0.03% 390
2019
Q2 		$105K Buy
1,040
+113
+12% +$11.3K 0.05% 301
2019
Q1 		$85K Sell
927
-19
-2% -$1.75K 0.04% 299
2018
Q4 		$77K Buy
946
+30
+3% +$2.76K 0.05% 252
2018
Q3 		$93K Buy
916
+288
+46% +$28.4K 0.06% 209
2018
Q2 		$59K Sell
628
-1,006
-62% -$102K 0.06% 170
2018
Q1 		$165K Buy
1,634
+414
+34% +$46.7K 0.12% 156
2017
Q4 		$144K Sell
1,220
-5
-0.4% -$561 0.11% 157
2017
Q3 		$134K Sell
1,225
-41
-3% -$4.38K 0.12% 145
2017
Q2 		$141K Hold
1,266
– – 0.15% 125
2017
Q1 		$134K Hold
1,266
– – 0.14% 121
2016
Q4 		$134K Buy
+1,266
New +$120K 0.18% 113

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Patriot Financial Group Insurance Agency's PRU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its Prudential Financial (PRU) stake by 30% in Q2 2026, buying an estimated $318K and bringing the position to 13,684 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #170.

Patriot Financial Group Insurance Agency first reported a position in PRU in Q4 2016 and has held it in 39 quarters since. 681 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 13,684 shares of Prudential Financial worth $1.48M as of Q2 2026.
  • Patriot Financial Group Insurance Agency bought 3,132 Prudential Financial shares in Q2 2026, an estimated $318K.
  • Prudential Financial made up 0.15% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #170 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Prudential Financial in Q4 2016 and has held it in 39 quarters since.
  • 681 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.