PlanVest Financial’s Prudential Financial PRU Stock Holding History

PlanVest Financial’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	$10.8K	Hold	100	–	–	0.01%	393
2026 Q1	$9.77K	Buy	+100	New	+$10.4K	0.01%	380

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PlanVest Financial's PRU Position: Q2 2026 in Review

PlanVest Financial held its Prudential Financial (PRU) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #393.

PlanVest Financial first reported a position in PRU in Q1 2026 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

PlanVest Financial held 100 shares of Prudential Financial worth $10.8K as of Q2 2026.
PlanVest Financial left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #393 holding.
PlanVest Financial first reported a position in Prudential Financial in Q1 2026 and has held it in 2 quarters since.
1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.