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Plimoth Trust’s Prudential Financial PRU Stock Holding History

Plimoth Trust’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 		$417K Buy
3,860
+90
+2% +$9.15K 0.08% 132
2026
Q1 		$368K Buy
3,770
+100
+3% +$10.4K 0.08% 137
2025
Q4 		$414K Buy
3,670
+20
+0.5% +$2.15K 0.09% 125
2025
Q3 		$379K Sell
3,650
-105
-3% -$11.1K 0.09% 135
2025
Q2 		$403K Sell
3,755
-225
-6% -$23.3K 0.1% 130
2025
Q1 		$444K Sell
3,980
-65
-2% -$7.41K 0.12% 122
2024
Q4 		$479K Sell
4,045
-25
-0.6% -$3.09K 0.12% 123
2024
Q3 		$493K Sell
4,070
-260
-6% -$30.7K 0.12% 125
2024
Q2 		$507K Sell
4,330
-20
-0.5% -$2.31K 0.14% 114
2024
Q1 		$511K Sell
4,350
-240
-5% -$25.9K 0.14% 116
2023
Q4 		$476K Sell
4,590
-20
-0.4% -$1.92K 0.14% 121
2023
Q3 		$437K Sell
4,610
-65
-1% -$6.15K 0.14% 123
2023
Q2 		$412K Sell
4,675
-1,020
-18% -$85.3K 0.12% 126
2023
Q1 		$471K Sell
5,695
-1,005
-15% -$95.9K 0.15% 121
2022
Q4 		$666K Sell
6,700
-155
-2% -$15.7K 0.21% 112
2022
Q3 		$588K Sell
6,855
-215
-3% -$20.7K 0.2% 117
2022
Q2 		$676K Sell
7,070
-2,855
-29% -$302K 0.21% 117
2022
Q1 		$1.17M Sell
9,925
-270
-3% -$30.7K 0.31% 91
2021
Q4 		$1.1M Sell
10,195
-160
-2% -$17.4K 0.28% 94
2021
Q3 		$1.09M Sell
10,355
-115
-1% -$11.9K 0.31% 87
2021
Q2 		$1.07M Sell
10,470
-1,302
-11% -$133K 0.3% 89
2021
Q1 		$1.07M Buy
11,772
+900
+8% +$77K 0.32% 84
2020
Q4 		$848K Buy
10,872
+120
+1% +$8.67K 0.26% 95
2020
Q3 		$683K Buy
10,752
+1,017
+10% +$66.9K 0.23% 101
2020
Q2 		$593K Buy
+9,735
New +$572K 0.21% 110
2020
Q1 		– Sell
-2,190
Closed -$206K – 167
2019
Q4 		$206K Buy
+2,190
New +$201K 0.07% 174

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

Plimoth Trust's PRU Position: Q2 2026 in Review

Plimoth Trust increased its Prudential Financial (PRU) stake by 2.4% in Q2 2026, buying an estimated $9.15K and bringing the position to 3,860 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #132.

Plimoth Trust first reported a position in PRU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Plimoth Trust held 3,860 shares of Prudential Financial worth $417K as of Q2 2026.
  • Plimoth Trust bought 90 Prudential Financial shares in Q2 2026, an estimated $9.15K.
  • Prudential Financial made up 0.08% of Plimoth Trust's portfolio in Q2 2026, its #132 holding.
  • Plimoth Trust first reported a position in Prudential Financial in Q4 2019 and has held it in 26 quarters since.
  • Plimoth Trust's Prudential Financial position peaked at $1.17M in Q1 2022.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.