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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
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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Perpetual Ltd's PRU Position: Q2 2026 in Review

Perpetual Ltd increased its Prudential Financial (PRU) stake by 0.61% in Q2 2026, buying an estimated $5.39K and bringing the position to 8,736 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #236.

Perpetual Ltd first reported a position in PRU in Q2 2016 and has held it in 29 quarters since. The position peaked at $956K in Q2 2024. 542 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Perpetual Ltd held 8,736 shares of Prudential Financial worth $943K as of Q2 2026.
  • Perpetual Ltd bought 53 Prudential Financial shares in Q2 2026, an estimated $5.39K.
  • Prudential Financial made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #236 holding.
  • Perpetual Ltd first reported a position in Prudential Financial in Q2 2016 and has held it in 29 quarters since.
  • Perpetual Ltd's Prudential Financial position peaked at $956K in Q2 2024.
  • 542 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.