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Summit Securities Group’s Prudential Financial PRU Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-98
Closed -$1.03M – 908
2021
Q3 		$1.03M Buy
+98
New +$10.1K 0.08% 258
2019
Q1 		– Sell
-397
Closed -$3.24M – 322
2018
Q4 		$3.24M Buy
+397
New +$36.6K 0.28% 56
2017
Q3 		– Sell
-306
Closed -$3.31M – 281
2017
Q2 		$3.31M Buy
306
+11
+4% +$1.17K 0.59% 17
2017
Q1 		$3.15M Buy
+295
New +$31.8K 0.91% 18

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 Securities Group's PRU Position: Q1 2026 in Review

Summit Securities Group reduced its Prudential Financial (PRU) stake by 89% in Q1 2026, selling an estimated $47.8K and leaving 57 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Summit Securities Group first reported a position in PRU in Q3 2013 and has held it in 27 quarters since. The position peaked at $1.76M in Q3 2017. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Summit Securities Group held 57 shares of Prudential Financial worth $5.57K as of Q1 2026.
  • Summit Securities Group sold 462 Prudential Financial shares in Q1 2026, an estimated $47.8K.
  • Prudential Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #778 holding.
  • Summit Securities Group first reported a position in Prudential Financial in Q3 2013 and has held it in 27 quarters since.
  • Summit Securities Group's Prudential Financial position peaked at $1.76M in Q3 2017.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.