Principal Securities’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Sell
11,246
-789
-7% -$80.2K 0.01% 714
2026
Q1
$1.18M Sell
12,035
-1,014
-8% -$105K 0.02% 674
2025
Q4
$1.47M Buy
13,049
+168
+1% +$18K 0.02% 575
2025
Q3
$1.34M Buy
12,881
+323
+3% +$34K 0.02% 573
2025
Q2
$1.35M Sell
12,558
-2,035
-14% -$211K 0.03% 524
2025
Q1
$1.73M Hold
14,593
0.04% 404
2024
Q4
$1.73M Buy
14,593
+770
+6% +$95.1K 0.04% 403
2024
Q3
$1.67M Buy
13,823
+2,095
+18% +$248K 0.04% 404
2024
Q2
$1.37M Buy
11,728
+199
+2% +$23K 0.04% 399
2024
Q1
$1.35M Buy
11,529
+1,826
+19% +$197K 0.04% 374
2023
Q4
$1.01M Buy
+9,703
New +$931K 0.04% 408

Other funds holding PRU

Principal Securities's PRU Position: Q2 2026 in Review

Principal Securities reduced its Prudential Financial (PRU) stake by 6.6% in Q2 2026, selling an estimated $80.2K and leaving 11,246 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #714.

Principal Securities first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Principal Securities held 11,246 shares of Prudential Financial worth $1.21M as of Q2 2026.
  • Principal Securities sold 789 Prudential Financial shares in Q2 2026, an estimated $80.2K.
  • Prudential Financial made up 0.01% of Principal Securities's portfolio in Q2 2026, its #714 holding.
  • Principal Securities first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Prudential Financial position peaked at $1.73M in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.