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Rothschild Investment LLC’s Prudential Financial PRU Stock Holding History

Rothschild Investment LLC’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 		$1.29M Buy
11,990
+9,876
+467% +$1M 0.05% 353
2026
Q1 		$207K Buy
2,114
+819
+63% +$84.8K 0.01% 659
2025
Q4 		$146K Buy
1,295
+696
+116% +$74.6K 0.01% 716
2025
Q3 		$62.1K Sell
599
-42
-7% -$4.42K ﹤0.01% 934
2025
Q2 		$68.9K Buy
641
+233
+57% +$24.1K ﹤0.01% 716
2025
Q1 		$45.6K Sell
408
-476
-54% -$54.2K ﹤0.01% 794
2024
Q4 		$105K Buy
884
+32
+4% +$3.95K 0.01% 628
2024
Q3 		$103K Sell
852
-57
-6% -$6.74K 0.01% 638
2024
Q2 		$107K Buy
909
+467
+106% +$53.9K 0.01% 610
2024
Q1 		$51.9K Buy
442
+105
+31% +$11.3K ﹤0.01% 720
2023
Q4 		$35K Buy
+337
New +$32.3K ﹤0.01% 731
2016
Q3 		– Sell
-4,390
Closed -$313K – 490
2016
Q2 		$313K Sell
4,390
-330
-7% -$24.9K 0.04% 343
2016
Q1 		$341K Hold
4,720
– – 0.04% 322
2015
Q4 		$384K Buy
+4,720
New +$390K 0.05% 314
2015
Q2 		– Sell
-2,582
Closed -$207K – 517
2015
Q1 		$207K Sell
2,582
-4,000
-61% -$324K 0.02% 447
2014
Q4 		$595K Buy
+6,582
New +$565K 0.07% 263

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rothschild Investment LLC's PRU Position: Q2 2026 in Review

Rothschild Investment LLC increased its Prudential Financial (PRU) stake by 467% in Q2 2026, buying an estimated $1M and bringing the position to 11,990 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #353.

Rothschild Investment LLC first reported a position in PRU in Q4 2014 and has held it in 16 quarters since. 1,181 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Rothschild Investment LLC held 11,990 shares of Prudential Financial worth $1.29M as of Q2 2026.
  • Rothschild Investment LLC bought 9,876 Prudential Financial shares in Q2 2026, an estimated $1M.
  • Prudential Financial made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #353 holding.
  • Rothschild Investment LLC first reported a position in Prudential Financial in Q4 2014 and has held it in 16 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.