Richard W. Paul & Associates’s Prudential Financial PRU Stock Holding History

Richard W. Paul & Associates’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	$821K	Buy	7,603 +557	+8%	+$56.6K	0.25%	100
2026 Q1	$688K	Buy	7,046 +237	+3%	+$24.5K	0.23%	107
2025 Q4	$769K	Buy	6,809 +560	+9%	+$60K	0.26%	100
2025 Q3	$648K	Buy	6,249 +412	+7%	+$43.4K	0.22%	105
2025 Q2	$627K	Buy	5,837 +790	+16%	+$81.9K	0.23%	103
2025 Q1	$564K	Buy	5,047 +15	+0.3%	+$1.71K	0.22%	104
2024 Q4	$596K	Buy	5,032 +83	+2%	+$10.2K	0.22%	113
2024 Q3	$599K	Buy	4,949 +76	+2%	+$8.98K	0.22%	113
2024 Q2	$571K	Sell	4,873 -36	-0.7%	-$4.16K	0.22%	111
2024 Q1	$576K	Buy	4,909 +9	+0.2%	+$970	0.23%	108
2023 Q4	$508K	Buy	4,900 +35	+0.7%	+$3.36K	0.21%	112
2023 Q3	$462K	Buy	4,865 +394	+9%	+$37.3K	0.21%	109
2023 Q2	$394K	Buy	4,471 +344	+8%	+$28.8K	0.17%	129
2023 Q1	$341K	Buy	4,127 +4,082	+9,071%	+$390K	0.16%	140
2022 Q4	$4.48K	Buy	+45	New	+$4.56K	﹤0.01%	378

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Richard W. Paul & Associates's PRU Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Prudential Financial (PRU) stake by 7.9% in Q2 2026, buying an estimated $56.6K and bringing the position to 7,603 shares worth $821K. The position accounts for 0.25% of the portfolio, ranked #100.

Richard W. Paul & Associates first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Richard W. Paul & Associates held 7,603 shares of Prudential Financial worth $821K as of Q2 2026.
Richard W. Paul & Associates bought 557 Prudential Financial shares in Q2 2026, an estimated $56.6K.
Prudential Financial made up 0.25% of Richard W. Paul & Associates's portfolio in Q2 2026, its #100 holding.
Richard W. Paul & Associates first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.