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Plante Moran Financial Advisors’s Prudential Financial PRU Stock Holding History

Plante Moran Financial Advisors’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 		$68.5K Buy
635
+47
+8% +$4.78K ﹤0.01% 303
2026
Q1 		$57.4K Sell
588
-124
-17% -$12.8K ﹤0.01% 295
2025
Q4 		$80.4K Hold
712
– – 0.01% 262
2025
Q3 		$73.9K Hold
712
– – ﹤0.01% 284
2025
Q2 		$76.5K Buy
712
+130
+22% +$13.5K 0.01% 277
2025
Q1 		$65K Buy
582
+253
+77% +$28.8K 0.01% 299
2024
Q4 		$39K Sell
329
-21
-6% -$2.59K ﹤0.01% 389
2024
Q3 		$42.4K Buy
350
+134
+62% +$15.8K ﹤0.01% 413
2024
Q2 		$25.3K Hold
216
– – ﹤0.01% 440
2024
Q1 		$25.4K Sell
216
-14
-6% -$1.51K ﹤0.01% 462
2023
Q4 		$23.9K Hold
230
– – ﹤0.01% 427
2023
Q3 		$21.8K Hold
230
– – ﹤0.01% 419
2023
Q2 		$20.3K Hold
230
– – ﹤0.01% 441
2023
Q1 		$19K Sell
230
-37
-14% -$3.53K ﹤0.01% 454
2022
Q4 		$26.6K Buy
267
+37
+16% +$3.75K ﹤0.01% 410
2022
Q3 		$20K Buy
230
+14
+6% +$1.35K ﹤0.01% 466
2022
Q2 		$21K Sell
216
-5
-2% -$529 ﹤0.01% 461
2022
Q1 		$26K Sell
221
-995
-82% -$113K ﹤0.01% 440
2021
Q4 		$132K Sell
1,216
-500
-29% -$54.3K 0.02% 217
2021
Q3 		$181K Sell
1,716
-1,131
-40% -$117K 0.04% 197
2021
Q2 		$292K Buy
2,847
+500
+21% +$51.1K 0.07% 134
2021
Q1 		$214K Sell
2,347
-1,189
-34% -$102K 0.06% 162
2020
Q4 		$276K Buy
3,536
+3,200
+952% +$231K 0.09% 131
2020
Q3 		$21K Sell
336
-17
-5% -$1.12K 0.01% 490
2020
Q2 		$22K Sell
353
-51
-13% -$2.99K 0.01% 415
2020
Q1 		$21K Sell
404
-21
-5% -$1.67K 0.01% 381
2019
Q4 		$40K Buy
425
+79
+23% +$7.25K 0.01% 350
2019
Q3 		$31K Hold
346
– – 0.01% 414
2019
Q2 		$35K Hold
346
– – 0.01% 400
2019
Q1 		$32K Sell
346
-10
-3% -$922 0.01% 408
2018
Q4 		$29K Hold
356
– – 0.01% 379
2018
Q3 		$36K Buy
356
+127
+55% +$12.5K 0.01% 354
2018
Q2 		$21K Sell
229
-109
-32% -$11K 0.01% 466
2018
Q1 		$35K Buy
338
+10
+3% +$1.13K 0.02% 417
2017
Q4 		$38K Hold
328
– – 0.02% 396
2017
Q3 		$35K Sell
328
-158
-33% -$16.9K 0.02% 377
2017
Q2 		$53K Buy
486
+158
+48% +$16.8K 0.03% 299
2017
Q1 		$35K Hold
328
– – 0.02% 376
2016
Q4 		$34K Sell
328
-50
-13% -$4.74K 0.02% 395
2016
Q3 		$31K Sell
378
-57
-13% -$4.37K 0.02% 404
2016
Q2 		$31K Buy
435
+37
+9% +$2.79K 0.02% 359
2016
Q1 		$29K Sell
398
-295
-43% -$20.6K 0.02% 334
2015
Q4 		$56K Sell
693
-392
-36% -$32.4K 0.04% 258
2015
Q3 		$83K Buy
1,085
+88
+9% +$7.38K 0.07% 205
2015
Q2 		$87K Buy
997
+232
+30% +$19.7K 0.06% 212
2015
Q1 		$61K Buy
765
+483
+171% +$39.1K 0.04% 252
2014
Q4 		$26K Hold
282
– – 0.02% 377
2014
Q3 		$25K Hold
282
– – 0.02% 369
2014
Q2 		$25K Buy
282
+117
+71% +$9.84K 0.02% 352
2014
Q1 		$14K Sell
165
-452
-73% -$38.9K 0.02% 301
2013
Q4 		$57K Buy
617
+448
+265% +$38.2K 0.03% 217
2013
Q3 		$13K Sell
169
-572
-77% -$44.9K 0.01% 353
2013
Q2 		$54K Buy
+741
New +$48K 0.04% 161

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's PRU Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Prudential Financial (PRU) stake by 8% in Q2 2026, buying an estimated $4.78K and bringing the position to 635 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Plante Moran Financial Advisors first reported a position in PRU in Q2 2013 and has held it in 53 quarters since. The position peaked at $292K in Q2 2021. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Plante Moran Financial Advisors held 635 shares of Prudential Financial worth $68.5K as of Q2 2026.
  • Plante Moran Financial Advisors bought 47 Prudential Financial shares in Q2 2026, an estimated $4.78K.
  • Prudential Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #303 holding.
  • Plante Moran Financial Advisors first reported a position in Prudential Financial in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Prudential Financial position peaked at $292K in Q2 2021.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.