Perpetual Ltd’s Prudential Financial PRU Stock Holding History

Perpetual Ltd’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 Q3	$668K	Sell	5,880 -2,856	-33%	-$341K	0.01%	270
2026 Q2	$943K	Buy	8,736 +53	+0.6%	+$5.39K	0.01%	236
2026 Q1	$848K	Buy	8,683 +4,535	+109%	+$470K	0.01%	237
2025 Q4	$468K	Buy	+4,148	New	+$445K	0.01%	314
2025 Q3	–	Sell	-2,600	Closed	-$279K	–	444
2025 Q2	$279K	Hold	2,600	–	–	﹤0.01%	384
2025 Q1	$290K	Hold	2,600	–	–	﹤0.01%	377
2024 Q4	$308K	Sell	2,600 -3,431	-57%	-$424K	﹤0.01%	368
2024 Q3	$730K	Sell	6,031 -2,129	-26%	-$252K	0.01%	291
2024 Q2	$956K	Buy	8,160 +5,560	+214%	+$642K	0.01%	275
2024 Q1	$270K	Hold	2,600	–	–	﹤0.01%	402
2023 Q4	$270K	Sell	2,600 -758	-23%	-$72.7K	﹤0.01%	398
2023 Q3	$319K	Buy	3,358 +758	+29%	+$71.7K	﹤0.01%	402
2023 Q2	$229K	Hold	2,600	–	–	﹤0.01%	447
2023 Q1	$215K	Buy	+2,600	New	+$248K	﹤0.01%	483
2020 Q3	$165K	Hold	2,600	–	–	0.01%	283
2020 Q2	$158K	Buy	+2,600	New	+$153K	0.01%	211
2020 Q1	–	Sell	-2,600	Closed	-$243K	–	241
2019 Q4	$243K	Hold	2,600	–	–	0.04%	152
2019 Q3	$234K	Hold	2,600	–	–	0.04%	148
2019 Q2	$263K	Hold	2,600	–	–	0.04%	139
2019 Q1	$239K	Hold	2,600	–	–	0.03%	149
2018 Q4	$210K	Hold	2,600	–	–	0.03%	157
2018 Q3	$263K	Hold	2,600	–	–	0.04%	150
2018 Q2	$244K	Hold	2,600	–	–	0.03%	151
2018 Q1	$269K	Hold	2,600	–	–	0.04%	140
2017 Q4	$300K	Hold	2,600	–	–	0.04%	135
2017 Q3	$286K	Hold	2,600	–	–	0.04%	133
2017 Q2	$281K	Hold	2,600	–	–	0.02%	224
2017 Q1	$276K	Buy	+2,600	New	+$281K	0.03%	161
2016 Q4	–	Sell	-3,000	Closed	-$245K	–	206
2016 Q3	$245K	Sell	3,000 -3,400	-53%	-$261K	0.02%	224
2016 Q2	$457K	Buy	+6,400	New	+$483K	0.05%	169

Other funds holding PRU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Perpetual Ltd's PRU Position: Q3 2026 in Review

Perpetual Ltd reduced its Prudential Financial (PRU) stake by 33% in Q3 2026, selling an estimated $341K and leaving 5,880 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #270.

Perpetual Ltd first reported a position in PRU in Q2 2016 and has held it in 30 quarters since. The position peaked at $956K in Q2 2024. 814 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Perpetual Ltd held 5,880 shares of Prudential Financial worth $668K as of Q3 2026.
Perpetual Ltd sold 2,856 Prudential Financial shares in Q3 2026, an estimated $341K.
Prudential Financial made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #270 holding.
Perpetual Ltd first reported a position in Prudential Financial in Q2 2016 and has held it in 30 quarters since.
Perpetual Ltd's Prudential Financial position peaked at $956K in Q2 2024.
814 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.