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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
Q2 		$1.24M Buy
11,524
+2,190
+23% +$223K 0.01% 771
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 $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

Summit Financial's PRU Position: Q2 2026 in Review

Summit Financial increased its Prudential Financial (PRU) stake by 23% in Q2 2026, buying an estimated $223K and bringing the position to 11,524 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #771.

Summit Financial first reported a position in PRU in Q1 2022 and has held it in 10 quarters since. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Summit Financial held 11,524 shares of Prudential Financial worth $1.24M as of Q2 2026.
  • Summit Financial bought 2,190 Prudential Financial shares in Q2 2026, an estimated $223K.
  • Prudential Financial made up 0.01% of Summit Financial's portfolio in Q2 2026, its #771 holding.
  • Summit Financial first reported a position in Prudential Financial in Q1 2022 and has held it in 10 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.