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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 $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 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. 1,412 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.
  • 1,412 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.