Prudential Financial’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

Prudential Financial’s Portfolio PBMR Stock Details PBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Buy	472,311 +185,937	+65%	+$5.88M	0.02%	535
2026 Q1	$8.68M	Buy	286,374 +58,324	+26%	+$1.79M	0.01%	684
2025 Q4	$6.96M	Buy	228,050 +50,246	+28%	+$1.51M	0.01%	765
2025 Q3	$5.3M	Buy	177,804 +18,465	+12%	+$542K	0.01%	904
2025 Q2	$4.6M	Buy	159,339 +40,784	+34%	+$1.13M	0.01%	946
2025 Q1	$3.26M	Buy	118,555 +18,423	+18%	+$511K	﹤0.01%	1044
2024 Q4	$2.75M	Buy	100,132 +49,662	+98%	+$1.36M	﹤0.01%	1145
2024 Q3	$1.36M	Buy	50,470 +6,408	+15%	+$169K	﹤0.01%	1723
2024 Q2	$1.15M	Buy	+44,062	New	+$1.12M	﹤0.01%	1747

Other funds holding PBMR

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Prudential Financial's PBMR Position: Q2 2026 in Review

Prudential Financial increased its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 65% in Q2 2026, buying an estimated $5.88M and bringing the position to 472,311 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #535.

Prudential Financial first reported a position in PBMR in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

Prudential Financial held 472,311 shares of PGIM US Large-Cap Buffer 20 ETF March worth $15.2M as of Q2 2026.
Prudential Financial bought 185,937 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $5.88M.
PGIM US Large-Cap Buffer 20 ETF March made up 0.02% of Prudential Financial's portfolio in Q2 2026, its #535 holding.
Prudential Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q2 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.