PIM
PRU icon

Plato Investment Management’s Prudential Financial PRU Stock Holding History

Plato Investment Management’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 		$2.15M Hold
20,007
– – 0.12% 173
2026
Q1 		$1.96M Hold
20,007
– – 0.13% 167
2025
Q4 		$2.27M Sell
20,007
-1,742
-8% -$187K 0.15% 144
2025
Q3 		$2.24M Buy
21,749
+1,513
+7% +$159K 0.15% 141
2025
Q2 		$2.17M Buy
20,236
+22
+0.1% +$2.28K 0.16% 144
2025
Q1 		$2.28M Sell
20,214
-5,733
-22% -$653K 0.19% 128
2024
Q4 		$3.09M Buy
25,947
+24
+0.1% +$2.96K 0.23% 100
2024
Q3 		$3.14M Buy
25,923
+5,629
+28% +$665K 0.25% 97
2024
Q2 		$2.38M Buy
20,294
+18,316
+926% +$2.11M 0.22% 106
2024
Q1 		$232K Sell
1,978
-1,040
-34% -$112K 0.02% 310
2023
Q4 		$313K Buy
+3,018
New +$289K 0.38% 64

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 $3.38T AUM 44.17% 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

Plato Investment Management's PRU Position: Q2 2026 in Review

Plato Investment Management held its Prudential Financial (PRU) position steady in Q2 2026 at 20,007 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #173.

Plato Investment Management first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q3 2024. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Plato Investment Management held 20,007 shares of Prudential Financial worth $2.15M as of Q2 2026.
  • Plato Investment Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.12% of Plato Investment Management's portfolio in Q2 2026, its #173 holding.
  • Plato Investment Management first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Prudential Financial position peaked at $3.14M in Q3 2024.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.