SIM
PRU icon

Synergy Investment Management’s Prudential Financial PRU Stock Holding History

Synergy Investment Management’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 		$30K Buy
271
+51
+23% +$5.19K 0.01% 458
2026
Q1 		$21.5K Buy
+220
New +$22.8K 0.01% 395
2025
Q2 		– Sell
-200
Closed -$22.3K – 436
2025
Q1 		$22.3K Hold
200
– – 0.01% 299
2024
Q4 		$23.7K Buy
+200
New +$24.7K 0.01% 306

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 $3.38T AUM 44.17% 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

Synergy Investment Management's PRU Position: Q2 2026 in Review

Synergy Investment Management increased its Prudential Financial (PRU) stake by 23% in Q2 2026, buying an estimated $5.19K and bringing the position to 271 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #458.

Synergy Investment Management first reported a position in PRU in Q4 2024 and has held it in 4 quarters since. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Synergy Investment Management held 271 shares of Prudential Financial worth $30K as of Q2 2026.
  • Synergy Investment Management bought 51 Prudential Financial shares in Q2 2026, an estimated $5.19K.
  • Prudential Financial made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #458 holding.
  • Synergy Investment Management first reported a position in Prudential Financial in Q4 2024 and has held it in 4 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.