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
2022
Q1
– Sell
-3,200
Closed -$346K – 1300
2021
Q4
$346K Buy
+3,200
New +$348K 0.02% 454

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. 1,419 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.
  • 1,419 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.