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SummitTX Capital’s Prudential Financial PRU Stock Holding History

SummitTX Capital’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
Q1 		$3.6M Buy
36,822
+118
+0.3% +$12.2K 0.11% 211
2025
Q4 		$4.14M Buy
+36,704
New +$3.94M 0.12% 180
2025
Q3 		– Sell
-5,847
Closed -$628K – 941
2025
Q2 		$628K Buy
+5,847
New +$606K 0.03% 466

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

SummitTX Capital's PRU Position: Q1 2026 in Review

SummitTX Capital increased its Prudential Financial (PRU) stake by 0.32% in Q1 2026, buying an estimated $12.2K and bringing the position to 36,822 shares worth $3.6M. The position accounts for 0.11% of the portfolio, ranked #211.

SummitTX Capital first reported a position in PRU in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.14M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • SummitTX Capital held 36,822 shares of Prudential Financial worth $3.6M as of Q1 2026.
  • SummitTX Capital bought 118 Prudential Financial shares in Q1 2026, an estimated $12.2K.
  • Prudential Financial made up 0.11% of SummitTX Capital's portfolio in Q1 2026, its #211 holding.
  • SummitTX Capital first reported a position in Prudential Financial in Q2 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Prudential Financial position peaked at $4.14M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.