Stoneridge Investment Partners’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$972K Sell
7,964
-5,499
-41% -$559K 0.64% 37
2026
Q1
$1.31M Buy
+13,463
New +$1.39M 0.95% 28

Other funds holding PRU

Stoneridge Investment Partners's PRU Position: Q2 2026 in Review

Stoneridge Investment Partners reduced its Prudential Financial (PRU) stake by 41% in Q2 2026, selling an estimated $559K and leaving 7,964 shares worth $972K. The position accounts for 0.64% of the portfolio, ranked #37.

Stoneridge Investment Partners first reported a position in PRU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Stoneridge Investment Partners held 7,964 shares of Prudential Financial worth $972K as of Q2 2026.
  • Stoneridge Investment Partners sold 5,499 Prudential Financial shares in Q2 2026, an estimated $559K.
  • Prudential Financial made up 0.64% of Stoneridge Investment Partners's portfolio in Q2 2026, its #37 holding.
  • Stoneridge Investment Partners first reported a position in Prudential Financial in Q1 2026 and has held it in 2 quarters since.
  • Stoneridge Investment Partners's Prudential Financial position peaked at $1.31M in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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