STA
PRU icon

Summit Trail Advisors’s Prudential Financial PRU Stock Holding History

Summit Trail Advisors’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 		$1.88M Buy
17,449
+1,843
+12% +$187K 0.02% 649
2026
Q1 		$1.52M Buy
15,606
+1,971
+14% +$204K 0.02% 715
2025
Q4 		$1.54M Sell
13,635
-1,161
-8% -$124K 0.03% 571
2025
Q3 		$1.53M Buy
+14,796
New +$1.56M 0.02% 588
2024
Q4 		– Sell
-2,939
Closed -$356K – 673
2024
Q3 		$356K Buy
2,939
+367
+14% +$43.4K 0.01% 496
2024
Q2 		$301K Sell
2,572
-116
-4% -$13.4K 0.01% 492
2024
Q1 		$316K Buy
2,688
+346
+15% +$37.3K 0.01% 441
2023
Q4 		$243K Sell
2,342
-462
-16% -$44.3K 0.01% 451
2023
Q3 		$266K Buy
2,804
+110
+4% +$10.4K 0.01% 409
2023
Q2 		$238K Buy
+2,694
New +$225K 0.01% 429
2018
Q1 		– Sell
-1,738
Closed -$215K – 1351
2017
Q4 		$215K Buy
+1,738
New +$195K 0.03% 403

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 Trail Advisors's PRU Position: Q2 2026 in Review

Summit Trail Advisors increased its Prudential Financial (PRU) stake by 12% in Q2 2026, buying an estimated $187K and bringing the position to 17,449 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #649.

Summit Trail Advisors first reported a position in PRU in Q4 2017 and has held it in 11 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Summit Trail Advisors held 17,449 shares of Prudential Financial worth $1.88M as of Q2 2026.
  • Summit Trail Advisors bought 1,843 Prudential Financial shares in Q2 2026, an estimated $187K.
  • Prudential Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #649 holding.
  • Summit Trail Advisors first reported a position in Prudential Financial in Q4 2017 and has held it in 11 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.