Steph & Co’s Prudential Financial PRU Stock Holding History

Steph & Co’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	$15.5K	Hold	144	–	–	﹤0.01%	244
2026 Q1	$14.1K	Hold	144	–	–	﹤0.01%	269
2025 Q4	$16.3K	Hold	144	–	–	﹤0.01%	261
2025 Q3	$14.9K	Hold	144	–	–	﹤0.01%	273
2025 Q2	$15.5K	Hold	144	–	–	0.01%	252
2025 Q1	$16.1K	Hold	144	–	–	0.01%	217
2024 Q4	$17.1K	Hold	144	–	–	0.01%	214
2024 Q3	$17.4K	Hold	144	–	–	0.01%	236
2024 Q2	$16.9K	Hold	144	–	–	0.01%	219
2024 Q1	$16.9K	Hold	144	–	–	0.01%	234
2023 Q4	$14.9K	Hold	144	–	–	0.01%	204
2023 Q3	$13.7K	Hold	144	–	–	0.01%	226
2023 Q2	$12.7K	Hold	144	–	–	0.01%	211
2023 Q1	$11.9K	Hold	144	–	–	0.01%	204
2022 Q4	$14K	Hold	144	–	–	0.01%	206
2022 Q3	$12K	Hold	144	–	–	0.01%	200
2022 Q2	$14K	Hold	144	–	–	0.01%	194
2022 Q1	$17K	Hold	144	–	–	0.01%	244
2021 Q4	$16K	Hold	144	–	–	0.01%	268
2021 Q3	$15K	Sell	144 -110	-43%	-$11.3K	0.01%	237
2021 Q2	$26K	Buy	254 +110	+76%	+$11.2K	0.02%	185
2021 Q1	$13K	Hold	144	–	–	0.01%	211
2020 Q4	$11K	Hold	144	–	–	0.01%	212
2020 Q3	$9K	Hold	144	–	–	0.01%	208
2020 Q2	$9K	Hold	144	–	–	0.01%	215
2020 Q1	$8K	Hold	144	–	–	0.01%	221
2019 Q4	$13K	Buy	+144	New	+$13.2K	0.01%	216

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

Steph & Co's PRU Position: Q2 2026 in Review

Steph & Co held its Prudential Financial (PRU) position steady in Q2 2026 at 144 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Steph & Co first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $26K in Q2 2021. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Steph & Co held 144 shares of Prudential Financial worth $15.5K as of Q2 2026.
Steph & Co left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of Steph & Co's portfolio in Q2 2026, its #244 holding.
Steph & Co first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
Steph & Co's Prudential Financial position peaked at $26K in Q2 2021.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.