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Proficio Capital Partners’s Prudential Financial PRU Stock Holding History

Proficio Capital Partners’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 		$201K Buy
+1,863
New +$189K 0.01% 658
2025
Q2 		– Sell
-1,838
Closed -$205K – 465
2025
Q1 		$205K Sell
1,838
-297
-14% -$33.8K 0.02% 372
2024
Q4 		$253K Buy
+2,135
New +$264K 0.02% 294
2024
Q3 		– Sell
-1,827
Closed -$214K – 331
2024
Q2 		$214K Buy
1,827
+49
+3% +$5.66K 0.02% 304
2024
Q1 		$209K Buy
+1,778
New +$192K 0.02% 315
2022
Q1 		– Sell
-2,003
Closed -$217K – 323
2021
Q4 		$217K Sell
2,003
-63
-3% -$6.84K 0.03% 276
2021
Q3 		$217K Buy
+2,066
New +$213K 0.03% 278
2019
Q3 		– Sell
-486
Closed -$49K – 1175
2019
Q2 		$49K Buy
486
+345
+245% +$34.4K 0.02% 389
2019
Q1 		$13K Buy
141
+3
+2% +$277 ﹤0.01% 807
2018
Q4 		$11K Sell
138
-101
-42% -$9.3K ﹤0.01% 721
2018
Q3 		$24K Buy
239
+77
+48% +$7.59K 0.01% 541
2018
Q2 		$15K Sell
162
-29
-15% -$2.93K 0.01% 694
2018
Q1 		$20K Buy
191
+51
+36% +$5.75K 0.01% 595
2017
Q4 		$16K Buy
140
+18
+15% +$2.02K 0.01% 652
2017
Q3 		$13K Sell
122
-261
-68% -$27.9K 0.01% 718
2017
Q2 		$44K Buy
383
+235
+159% +$24.9K 0.02% 410
2017
Q1 		$16K Buy
148
+72
+95% +$7.77K 0.01% 685
2016
Q4 		$8K Buy
76
+27
+55% +$2.56K ﹤0.01% 657
2016
Q3 		$4K Hold
49
– – ﹤0.01% 768
2016
Q2 		$4K Buy
49
+22
+81% +$1.66K ﹤0.01% 744
2016
Q1 		$2K Sell
27
-49
-64% -$3.42K ﹤0.01% 775
2015
Q4 		$6K Buy
+76
New +$6.28K 0.01% 389

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

Proficio Capital Partners's PRU Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Prudential Financial (PRU) in Q2 2026: 1,863 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in PRU as recently as Q1 2025.

Proficio Capital Partners first reported a position in PRU in Q4 2015 and has held it in 22 quarters since. The position peaked at $253K in Q4 2024. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Proficio Capital Partners held 1,863 shares of Prudential Financial worth $201K as of Q2 2026.
  • Prudential Financial was a new Proficio Capital Partners position in Q2 2026.
  • Prudential Financial made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #658 holding.
  • Proficio Capital Partners first reported a position in Prudential Financial in Q4 2015 and has held it in 22 quarters since.
  • Proficio Capital Partners's Prudential Financial position peaked at $253K in Q4 2024.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.