Shepherd Kaplan Krochuk’s Prudential Financial PRU Stock Holding History

Shepherd Kaplan Krochuk’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	$704K	Buy	6,520 +2,640	+68%	+$268K	0.56%	40
2026 Q1	$379K	Buy	3,880 +19	+0.5%	+$1.97K	0.32%	55
2025 Q4	$436K	Buy	+3,861	New	+$414K	0.36%	52
2022 Q3	–	Sell	-12,877	Closed	-$1.23M	–	178
2022 Q2	$1.23M	Sell	12,877 -163	-1%	-$17.3K	0.54%	42
2022 Q1	$1.54M	Sell	13,040 -590	-4%	-$67.1K	0.58%	37
2021 Q4	$1.48M	Buy	13,630 +187	+1%	+$20.3K	0.53%	42
2021 Q3	$1.41M	Sell	13,443 -659	-5%	-$67.9K	0.52%	37
2021 Q2	$1.45M	Buy	+14,102	New	+$1.44M	0.52%	38

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

Shepherd Kaplan Krochuk's PRU Position: Q2 2026 in Review

Shepherd Kaplan Krochuk increased its Prudential Financial (PRU) stake by 68% in Q2 2026, buying an estimated $268K and bringing the position to 6,520 shares worth $704K. The position accounts for 0.56% of the portfolio, ranked #40.

Shepherd Kaplan Krochuk first reported a position in PRU in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.54M in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Shepherd Kaplan Krochuk held 6,520 shares of Prudential Financial worth $704K as of Q2 2026.
Shepherd Kaplan Krochuk bought 2,640 Prudential Financial shares in Q2 2026, an estimated $268K.
Prudential Financial made up 0.56% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #40 holding.
Shepherd Kaplan Krochuk first reported a position in Prudential Financial in Q2 2021 and has held it in 8 quarters since.
Shepherd Kaplan Krochuk's Prudential Financial position peaked at $1.54M in Q1 2022.
1,417 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.