Prudential Financial’s PGIM US Large-Cap Buffer 20 ETF - May PBMY Stock Holding History

Prudential Financial’s Portfolio PBMY Stock Details PBMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Buy	487,637 +200,600	+70%	+$6.19M	0.02%	524
2026 Q1	$8.69M	Buy	287,037 +55,417	+24%	+$1.67M	0.01%	681
2025 Q4	$6.95M	Buy	231,620 +53,364	+30%	+$1.58M	0.01%	768
2025 Q3	$5.25M	Buy	178,256 +18,520	+12%	+$539K	0.01%	911
2025 Q2	$4.59M	Buy	159,736 +40,883	+34%	+$1.13M	0.01%	947
2025 Q1	$3.25M	Buy	118,853 +18,469	+18%	+$509K	﹤0.01%	1045
2024 Q4	$2.74M	Buy	100,384 +49,800	+98%	+$1.35M	﹤0.01%	1148
2024 Q3	$1.36M	Buy	50,584 +6,424	+15%	+$169K	﹤0.01%	1724
2024 Q2	$1.15M	Buy	+44,160	New	+$1.13M	﹤0.01%	1749

Other funds holding PBMY

JSA

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

SMC

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

SWM

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

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

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

BWAM

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

EWS

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prudential Financial's PBMY Position: Q2 2026 in Review

Prudential Financial increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 70% in Q2 2026, buying an estimated $6.19M and bringing the position to 487,637 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #524.

Prudential Financial first reported a position in PBMY in Q2 2024 and has held it in 9 quarters since. 14 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

Prudential Financial held 487,637 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $15.2M as of Q2 2026.
Prudential Financial bought 200,600 PGIM US Large-Cap Buffer 20 ETF - May shares in Q2 2026, an estimated $6.19M.
PGIM US Large-Cap Buffer 20 ETF - May made up 0.02% of Prudential Financial's portfolio in Q2 2026, its #524 holding.
Prudential Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2024 and has held it in 9 quarters since.
14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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