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Steel Grove Capital Advisors’s Prudential Financial PRU Stock Holding History

Steel Grove Capital Advisors’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 		$2.07M Buy
19,147
+2,050
+12% +$208K 0.19% 56
2026
Q1 		$1.67M Buy
17,097
+1,989
+13% +$206K 0.18% 71
2025
Q4 		$1.71M Sell
15,108
-1,624
-10% -$174K 0.18% 56
2025
Q3 		$1.8M Hold
16,732
– – 0.21% 64
2025
Q2 		$1.8M Buy
16,732
+289
+2% +$29.9K 0.21% 64
2025
Q1 		$1.84M Buy
16,443
+771
+5% +$87.8K 0.28% 51
2024
Q4 		$1.86M Sell
15,672
-631
-4% -$77.9K 0.26% 48
2024
Q3 		$1.97M Sell
16,303
-568
-3% -$67.1K 0.28% 46
2024
Q2 		$1.98M Sell
16,871
-235
-1% -$27.1K 0.27% 39
2024
Q1 		$2.01M Buy
17,106
+11,746
+219% +$1.27M 0.27% 49
2023
Q4 		$556K Sell
5,360
-17,192
-76% -$1.65M 0.08% 93
2023
Q3 		$2.14M Sell
22,552
-618
-3% -$58.5K 0.29% 43
2023
Q2 		$2.04M Buy
23,170
+3,610
+18% +$302K 0.26% 53
2023
Q1 		$1.62M Buy
19,560
+1,436
+8% +$137K 0.22% 76
2022
Q4 		$1.8M Sell
18,124
-8
-0% -$810 0.26% 61
2022
Q3 		$1.55M Buy
18,132
+1,791
+11% +$172K 0.28% 60
2022
Q2 		$1.56M Buy
16,341
+509
+3% +$53.9K 0.29% 58
2022
Q1 		$1.87M Buy
+15,832
New +$1.8M 0.29% 48
2018
Q4 		– Sell
-2,230
Closed -$226K – 334
2018
Q3 		$226K Buy
+2,230
New +$220K 0.03% 284
2018
Q2 		– Sell
-2,065
Closed -$214K – 313
2018
Q1 		$214K Hold
2,065
– – 0.03% 285
2017
Q4 		$237K Hold
2,065
– – 0.04% 263
2017
Q3 		$220K Hold
2,065
– – 0.04% 261
2017
Q2 		$223K Buy
2,065
+7
+0.3% +$743 0.04% 252
2017
Q1 		$220K Buy
+2,058
New +$222K 0.04% 251

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Steel Grove Capital Advisors's PRU Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Prudential Financial (PRU) stake by 12% in Q2 2026, buying an estimated $208K and bringing the position to 19,147 shares worth $2.07M. The position accounts for 0.19% of the portfolio, ranked #56.

Steel Grove Capital Advisors first reported a position in PRU in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.14M in Q3 2023. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Steel Grove Capital Advisors held 19,147 shares of Prudential Financial worth $2.07M as of Q2 2026.
  • Steel Grove Capital Advisors bought 2,050 Prudential Financial shares in Q2 2026, an estimated $208K.
  • Prudential Financial made up 0.19% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Steel Grove Capital Advisors first reported a position in Prudential Financial in Q1 2017 and has held it in 24 quarters since.
  • Steel Grove Capital Advisors's Prudential Financial position peaked at $2.14M in Q3 2023.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.