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Realta Investment Advisors’s Prudential Financial PRU Stock Holding History

Realta Investment Advisors’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
+1,858
New +$189K 0.06% 213
2025
Q1 		– Sell
-1,876
Closed -$224K – 360
2024
Q4 		$224K Buy
+1,876
New +$232K 0.09% 175
2024
Q3 		– Sell
-7,076
Closed -$829K – 660
2024
Q2 		$829K Sell
7,076
-81
-1% -$9.35K 0.16% 144
2024
Q1 		$840K Sell
7,157
-3
-0% -$323 0.17% 138
2023
Q4 		$743K Sell
7,160
-1,195
-14% -$115K 0.17% 146
2023
Q3 		$737K Buy
8,355
+100
+1% +$9.46K 0.17% 140
2023
Q2 		$728K Buy
8,255
+659
+9% +$55.1K 0.16% 150
2023
Q1 		$629K Buy
7,596
+91
+1% +$8.69K 0.15% 163
2022
Q4 		$746K Sell
7,505
-142
-2% -$14.4K 0.18% 138
2022
Q3 		$656K Buy
7,647
+577
+8% +$55.5K 0.17% 151
2022
Q2 		$689K Sell
7,070
-141
-2% -$14.9K 0.17% 143
2022
Q1 		$852K Buy
7,211
+146
+2% +$16.6K 0.17% 131
2021
Q4 		$765K Buy
7,065
+1,000
+16% +$109K 0.17% 145
2021
Q3 		$638K Buy
6,065
+338
+6% +$34.8K 0.15% 168
2021
Q2 		$587K Sell
5,727
-1,554
-21% -$159K 0.14% 181
2021
Q1 		$663K Buy
7,281
+657
+10% +$56.2K 0.17% 153
2020
Q4 		$517K Buy
6,624
+188
+3% +$13.6K 0.15% 161
2020
Q3 		$409K Buy
6,436
+1,098
+21% +$72.2K 0.14% 180
2020
Q2 		$325K Buy
+5,338
New +$313K 0.11% 237
2020
Q1 		– Sell
-4,043
Closed -$376K – 1112
2019
Q4 		$376K Buy
4,043
+329
+9% +$30.2K 0.1% 227
2019
Q3 		$333K Buy
3,714
+146
+4% +$13.2K 0.09% 240
2019
Q2 		$362K Buy
3,568
+1,652
+86% +$165K 0.1% 224
2019
Q1 		$174K Buy
+1,916
New +$177K 0.08% 298

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Realta Investment Advisors's PRU Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Prudential Financial (PRU) in Q2 2026: 1,858 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #213 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in PRU as recently as Q4 2024.

Realta Investment Advisors first reported a position in PRU in Q1 2019 and has held it in 23 quarters since. The position peaked at $852K in Q1 2022. 337 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Realta Investment Advisors held 1,858 shares of Prudential Financial worth $201K as of Q2 2026.
  • Prudential Financial was a new Realta Investment Advisors position in Q2 2026.
  • Prudential Financial made up 0.06% of Realta Investment Advisors's portfolio in Q2 2026, its #213 holding.
  • Realta Investment Advisors first reported a position in Prudential Financial in Q1 2019 and has held it in 23 quarters since.
  • Realta Investment Advisors's Prudential Financial position peaked at $852K in Q1 2022.
  • 337 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.