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Summit Global Investments’s Prudential Financial PRU Stock Holding History

Summit Global Investments’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 		$1.48M Buy
+13,710
New +$1.39M 0.08% 126
2026
Q1 		– Sell
-2,586
Closed -$292K – 521
2025
Q4 		$292K Sell
2,586
-10,435
-80% -$1.12M 0.02% 417
2025
Q3 		$1.35M Buy
13,021
+5,412
+71% +$570K 0.08% 131
2025
Q2 		$817K Buy
7,609
+100
+1% +$10.4K 0.05% 232
2025
Q1 		$839K Sell
7,509
-18,536
-71% -$2.11M 0.06% 195
2024
Q4 		$3.09M Buy
26,045
+574
+2% +$70.9K 0.19% 105
2024
Q3 		$3.08M Sell
25,471
-3,125
-11% -$369K 0.2% 99
2024
Q2 		$3.35M Buy
28,596
+12,266
+75% +$1.42M 0.23% 89
2024
Q1 		$1.92M Sell
16,330
-167,515
-91% -$18.1M 0.14% 119
2023
Q4 		$19.1M Buy
183,845
+138
+0.1% +$13.2K 1.25% 15
2023
Q3 		$17.4M Buy
183,707
+6,307
+4% +$597K 1.16% 16
2023
Q2 		$15.7M Buy
177,400
+131,177
+284% +$11M 1.04% 17
2023
Q1 		$3.83M Sell
46,223
-16,178
-26% -$1.54M 0.3% 86
2022
Q4 		$6.21M Sell
62,401
-70,277
-53% -$7.12M 0.52% 52
2022
Q3 		$11.4M Buy
132,678
+89,050
+204% +$8.57M 1.05% 18
2022
Q2 		$4.17M Buy
+43,628
New +$4.62M 0.37% 72

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 Global Investments's PRU Position: Q2 2026 in Review

Summit Global Investments opened a new position in Prudential Financial (PRU) in Q2 2026: 13,710 shares worth $1.48M. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in PRU as recently as Q4 2025.

Summit Global Investments first reported a position in PRU in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.1M in Q4 2023. 1,407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Summit Global Investments held 13,710 shares of Prudential Financial worth $1.48M as of Q2 2026.
  • Prudential Financial was a new Summit Global Investments position in Q2 2026.
  • Prudential Financial made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #126 holding.
  • Summit Global Investments first reported a position in Prudential Financial in Q2 2022 and has held it in 16 quarters since.
  • Summit Global Investments's Prudential Financial position peaked at $19.1M in Q4 2023.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.