Root Financial Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
Other funds holding PRU
Root Financial Partners's PRU Position: Q2 2026 in Review
Root Financial Partners increased its Prudential Financial (PRU) stake by 123% in Q2 2026, buying an estimated $123K and bringing the position to 2,183 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #350.
Root Financial Partners first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. 1,413 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Root Financial Partners held 2,183 shares of Prudential Financial worth $236K as of Q2 2026.
- Root Financial Partners bought 1,205 Prudential Financial shares in Q2 2026, an estimated $123K.
- Prudential Financial made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #350 holding.
- Root Financial Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
- 1,413 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.