Schnieders Capital Management’s Prudential Financial PRU Stock Holding History

Schnieders Capital Management’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	$455K	Hold	4,214	–	–	0.06%	152
2026 Q1	$412K	Hold	4,214	–	–	0.07%	141
2025 Q4	$476K	Hold	4,214	–	–	0.07%	136
2025 Q3	$437K	Sell	4,214 -62	-1%	-$6.53K	0.08%	142
2025 Q2	$459K	Sell	4,276 -125	-3%	-$13K	0.08%	145
2025 Q1	$492K	Hold	4,401	–	–	0.11%	120
2024 Q4	$522K	Hold	4,401	–	–	0.1%	116
2024 Q3	$533K	Sell	4,401 -75	-2%	-$8.87K	0.1%	127
2024 Q2	$525K	Hold	4,476	–	–	0.11%	114
2024 Q1	$525K	Hold	4,476	–	–	0.11%	118
2023 Q4	$464K	Sell	4,476 -62	-1%	-$5.95K	0.1%	122
2023 Q3	$431K	Sell	4,538 -62	-1%	-$5.87K	0.1%	120
2023 Q2	$406K	Sell	4,600 -340	-7%	-$28.4K	0.08%	137
2023 Q1	$409K	Buy	4,940 +100	+2%	+$9.54K	0.09%	135
2022 Q4	$481K	Hold	4,840	–	–	0.11%	117
2022 Q3	$415K	Hold	4,840	–	–	0.11%	124
2022 Q2	$463K	Hold	4,840	–	–	0.14%	114
2022 Q1	$572K	Buy	4,840 +135	+3%	+$15.3K	0.14%	115
2021 Q4	$509K	Sell	4,705 -60	-1%	-$6.52K	0.12%	119
2021 Q3	$501K	Buy	4,765 +9	+0.2%	+$927	0.13%	112
2021 Q2	$487K	Buy	4,756 +35	+0.7%	+$3.58K	0.13%	119
2021 Q1	$430K	Buy	4,721 +140	+3%	+$12K	0.13%	122
2020 Q4	$358K	Buy	4,581 +75	+2%	+$5.42K	0.12%	126
2020 Q3	$286K	Sell	4,506 -8	-0.2%	-$526	0.11%	136
2020 Q2	$275K	Buy	4,514 +40	+0.9%	+$2.35K	0.11%	135
2020 Q1	$233K	Sell	4,474 -47	-1%	-$3.73K	0.11%	128
2019 Q4	$424K	Hold	4,521	–	–	0.15%	110
2019 Q3	$407K	Hold	4,521	–	–	0.16%	106
2019 Q2	$457K	Hold	4,521	–	–	0.18%	102
2019 Q1	$415K	Hold	4,521	–	–	0.18%	99
2018 Q4	$368K	Buy	+4,521	New	+$416K	0.18%	99

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

Schnieders Capital Management's PRU Position: Q2 2026 in Review

Schnieders Capital Management held its Prudential Financial (PRU) position steady in Q2 2026 at 4,214 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #152.

Schnieders Capital Management first reported a position in PRU in Q4 2018 and has held it in 31 quarters since. The position peaked at $572K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Schnieders Capital Management held 4,214 shares of Prudential Financial worth $455K as of Q2 2026.
Schnieders Capital Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.06% of Schnieders Capital Management's portfolio in Q2 2026, its #152 holding.
Schnieders Capital Management first reported a position in Prudential Financial in Q4 2018 and has held it in 31 quarters since.
Schnieders Capital Management's Prudential Financial position peaked at $572K in Q1 2022.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.