Summit Securities Group’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 | $8.63K | Buy |
80
+23
| +40% | +$2.34K | ﹤0.01% | 867 |
|
|
2026
Q1 | $5.57K | Sell |
57
-462
| -89% | -$47.8K | ﹤0.01% | 778 |
|
|
2025
Q4 | $58.6K | Sell |
519
-1,489
| -74% | -$160K | 0.01% | 583 |
|
|
2025
Q3 | $208K | Buy |
2,008
+1,769
| +740% | +$186K | 0.04% | 264 |
|
|
2025
Q2 | $25.7K | Buy |
+239
| New | +$24.8K | ﹤0.01% | 666 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | -$12K | – | 843 |
|
|
2024
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $12K | Buy |
+100
| New | +$11.5K | ﹤0.01% | 425 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$19K | – | 853 |
|
|
2023
Q3 | $19K | Sell |
200
-2,078
| -91% | -$197K | ﹤0.01% | 370 |
|
|
2023
Q2 | $201K | Sell |
2,278
-244
| -10% | -$20.4K | 0.03% | 216 |
|
|
2023
Q1 | $209K | Sell |
2,522
-2,851
| -53% | -$272K | 0.02% | 214 |
|
|
2022
Q4 | $534K | Sell |
5,373
-14,663
| -73% | -$1.48M | 0.02% | 230 |
|
|
2022
Q3 | $1.72M | Buy |
20,036
+9,952
| +99% | +$958K | 0.13% | 106 |
|
|
2022
Q2 | $965K | Buy |
10,084
+529
| +6% | +$56K | 0.12% | 128 |
|
|
2022
Q1 | $1.13M | Sell |
9,555
-3,085
| -24% | -$351K | 0.13% | 130 |
|
|
2021
Q4 | $1.37M | Buy |
+12,640
| New | +$1.37M | 0.06% | 206 |
|
|
2021
Q3 | – | Sell |
-8,044
| Closed | -$829K | – | 851 |
|
|
2021
Q2 | $824K | Buy |
8,044
+4,844
| +151% | +$495K | 0.07% | 288 |
|
|
2021
Q1 | $292K | Sell |
3,200
-3,100
| -49% | -$265K | 0.03% | 451 |
|
|
2020
Q4 | $492K | Buy |
+6,300
| New | +$455K | 0.04% | 352 |
|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$239K | – | 340 |
|
|
2018
Q3 | $263K | Buy |
+2,600
| New | +$256K | 0.1% | 130 |
|
|
2018
Q1 | – | Sell |
-3,700
| Closed | -$425K | – | 217 |
|
|
2017
Q4 | $425K | Sell |
3,700
-12,900
| -78% | -$1.45M | 0.05% | 106 |
|
|
2017
Q3 | $1.76M | Buy |
+16,600
| New | +$1.77M | 0.3% | 39 |
|
|
2015
Q3 | – | Sell |
-1,600
| Closed | -$140K | – | 483 |
|
|
2015
Q2 | $140K | Buy |
+1,600
| New | +$136K | 0.07% | 99 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$9K | – | 586 |
|
|
2014
Q4 | $9K | Sell |
100
-2,200
| -96% | -$189K | ﹤0.01% | 458 |
|
|
2014
Q3 | $202K | Buy |
2,300
+200
| +10% | +$17.9K | 0.06% | 213 |
|
|
2014
Q2 | $186K | Buy |
2,100
+1,700
| +425% | +$143K | 0.06% | 166 |
|
|
2014
Q1 | $34K | Sell |
400
-6,800
| -94% | -$585K | 0.02% | 204 |
|
|
2013
Q4 | $664K | Buy |
7,200
+4,600
| +177% | +$393K | 0.12% | 88 |
|
|
2013
Q3 | $203K | Buy |
+2,600
| New | +$204K | 0.07% | 112 |
|
Other funds holding PRU
Summit Securities Group's PRU Position: Q2 2026 in Review
Summit Securities Group increased its Prudential Financial (PRU) stake by 40% in Q2 2026, buying an estimated $2.34K and bringing the position to 80 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #867.
Summit Securities Group first reported a position in PRU in Q3 2013 and has held it in 28 quarters since. The position peaked at $1.76M in Q3 2017. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Summit Securities Group held 80 shares of Prudential Financial worth $8.63K as of Q2 2026.
- Summit Securities Group bought 23 Prudential Financial shares in Q2 2026, an estimated $2.34K.
- Prudential Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #867 holding.
- Summit Securities Group first reported a position in Prudential Financial in Q3 2013 and has held it in 28 quarters since.
- Summit Securities Group's Prudential Financial position peaked at $1.76M in Q3 2017.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.