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Retirement Planning Company of New England’s Prudential Financial PRU Stock Holding History

Retirement Planning Company of New England’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 		$405K Buy
3,751
+67
+2% +$6.81K 0.15% 162
2026
Q1 		$360K Buy
3,684
+174
+5% +$18K 0.15% 164
2025
Q4 		$396K Buy
3,510
+25
+0.7% +$2.68K 0.16% 152
2025
Q3 		$362K Sell
3,485
-16
-0.5% -$1.69K 0.15% 171
2025
Q2 		$371K Buy
3,501
+315
+10% +$32.6K 0.17% 157
2025
Q1 		$356K Buy
3,186
+309
+11% +$35.2K 0.18% 150
2024
Q4 		$341K Sell
2,877
-128
-4% -$15.8K 0.17% 159
2024
Q3 		$364K Buy
3,005
+271
+10% +$32K 0.18% 149
2024
Q2 		$320K Sell
2,734
-38
-1% -$4.39K 0.17% 148
2024
Q1 		$325K Sell
2,772
-1,303
-32% -$140K 0.18% 158
2023
Q4 		$423K Buy
4,075
+221
+6% +$21.2K 0.19% 129
2023
Q3 		$366K Sell
3,854
-96
-2% -$9.08K 0.2% 120
2023
Q2 		$348K Buy
3,950
+118
+3% +$9.87K 0.2% 136
2023
Q1 		$317K Buy
3,832
+300
+8% +$28.6K 0.19% 153
2022
Q4 		$351K Buy
3,532
+229
+7% +$23.2K 0.23% 129
2022
Q3 		$283K Buy
3,303
+295
+10% +$28.4K 0.2% 150
2022
Q2 		$287K Sell
3,008
-49
-2% -$5.19K 0.2% 151
2022
Q1 		$361K Buy
3,057
+260
+9% +$29.6K 0.2% 141
2021
Q4 		$302K Buy
+2,797
New +$304K 0.15% 163

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's PRU Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Prudential Financial (PRU) stake by 1.8% in Q2 2026, buying an estimated $6.81K and bringing the position to 3,751 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #162.

Retirement Planning Company of New England first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $423K in Q4 2023. 914 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Retirement Planning Company of New England held 3,751 shares of Prudential Financial worth $405K as of Q2 2026.
  • Retirement Planning Company of New England bought 67 Prudential Financial shares in Q2 2026, an estimated $6.81K.
  • Prudential Financial made up 0.15% of Retirement Planning Company of New England's portfolio in Q2 2026, its #162 holding.
  • Retirement Planning Company of New England first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Prudential Financial position peaked at $423K in Q4 2023.
  • 914 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.