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Summit Financial’s Prudential Financial PRU Stock Holding History

Summit Financial’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
Q1 		$912K Buy
9,334
+2,264
+32% +$234K 0.01% 805
2025
Q4 		$798K Buy
7,070
+116
+2% +$12.4K 0.01% 735
2025
Q3 		$721K Sell
6,954
-406
-6% -$42.8K 0.01% 755
2025
Q2 		$791K Sell
7,360
-589
-7% -$61K 0.02% 461
2025
Q1 		$888K Buy
7,949
+3,151
+66% +$359K 0.02% 394
2024
Q4 		$569K Buy
4,798
+2,390
+99% +$295K 0.02% 425
2024
Q3 		$292K Sell
2,408
-423
-15% -$50K 0.01% 465
2024
Q2 		$332K Buy
+2,831
New +$327K 0.02% 399
2022
Q2 		– Sell
-1,721
Closed -$203K – 251
2022
Q1 		$203K Buy
+1,721
New +$196K 0.02% 241

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial's PRU Position: Q1 2026 in Review

Summit Financial increased its Prudential Financial (PRU) stake by 32% in Q1 2026, buying an estimated $234K and bringing the position to 9,334 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #805.

Summit Financial first reported a position in PRU in Q1 2022 and has held it in 9 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Summit Financial held 9,334 shares of Prudential Financial worth $912K as of Q1 2026.
  • Summit Financial bought 2,264 Prudential Financial shares in Q1 2026, an estimated $234K.
  • Prudential Financial made up 0.01% of Summit Financial's portfolio in Q1 2026, its #805 holding.
  • Summit Financial first reported a position in Prudential Financial in Q1 2022 and has held it in 9 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.