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Plancorp LLC’s Prudential Financial PRU Stock Holding History

Plancorp LLC’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 		$253K Sell
2,176
-471
-18% -$47.9K 0.01% 360
2026
Q1 		$256K Sell
2,647
-220
-8% -$22.8K 0.01% 320
2025
Q4 		$324K Buy
2,867
+273
+11% +$29.3K 0.01% 275
2025
Q3 		$269K Buy
2,594
+13
+0.5% +$1.37K 0.01% 315
2025
Q2 		$277K Buy
2,581
+14
+0.5% +$1.45K 0.01% 307
2025
Q1 		$287K Buy
2,567
+50
+2% +$5.7K 0.01% 293
2024
Q4 		$298K Buy
2,517
+8
+0.3% +$988 0.01% 252
2024
Q3 		$304K Buy
2,509
+15
+0.6% +$1.77K 0.01% 248
2024
Q2 		$292K Buy
2,494
+35
+1% +$4.04K 0.01% 238
2024
Q1 		$289K Buy
2,459
+23
+0.9% +$2.48K 0.01% 237
2023
Q4 		$253K Buy
2,436
+68
+3% +$6.52K 0.01% 239
2023
Q3 		$225K Buy
2,368
+67
+3% +$6.34K 0.01% 239
2023
Q2 		$203K Buy
+2,301
New +$193K 0.01% 236
2023
Q1 		– Sell
-2,345
Closed -$233K – 257
2022
Q4 		$233K Buy
2,345
+1
+0% +$101 0.01% 217
2022
Q3 		$201K Sell
2,344
-147
-6% -$14.2K 0.01% 218
2022
Q2 		$238K Sell
2,491
-52
-2% -$5.5K 0.02% 213
2022
Q1 		$300K Buy
2,543
+57
+2% +$6.48K 0.02% 193
2021
Q4 		$269K Buy
2,486
+45
+2% +$4.89K 0.02% 208
2021
Q3 		$257K Buy
2,441
+146
+6% +$15K 0.02% 205
2021
Q2 		$235K Hold
2,295
– – 0.02% 202
2021
Q1 		$209K Buy
+2,295
New +$196K 0.05% 196
2019
Q3 		– Sell
-2,280
Closed -$230K – 174
2019
Q2 		$230K Buy
+2,280
New +$227K 0.09% 156

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

Plancorp LLC's PRU Position: Q2 2026 in Review

Plancorp LLC reduced its Prudential Financial (PRU) stake by 18% in Q2 2026, selling an estimated $47.9K and leaving 2,176 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #360.

Plancorp LLC first reported a position in PRU in Q2 2019 and has held it in 22 quarters since. The position peaked at $324K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Plancorp LLC held 2,176 shares of Prudential Financial worth $253K as of Q2 2026.
  • Plancorp LLC sold 471 Prudential Financial shares in Q2 2026, an estimated $47.9K.
  • Prudential Financial made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #360 holding.
  • Plancorp LLC first reported a position in Prudential Financial in Q2 2019 and has held it in 22 quarters since.
  • Plancorp LLC's Prudential Financial position peaked at $324K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.