Team Financial Group’s Prudential Financial PRU Stock Holding History

Team Financial 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
2026 Q2	–	Sell	-229	Closed	-$22.4K	–	200
2026 Q1	$22.4K	Buy	229 +3	+1%	+$311	0.01%	158
2025 Q4	$25.5K	Buy	226 +2	+0.9%	+$214	0.01%	146
2025 Q3	$23.2K	Buy	224 +3	+1%	+$316	0.01%	140
2025 Q2	$23.7K	Buy	+221	New	+$22.9K	0.01%	127
2024 Q1	–	Sell	-206	Closed	-$21.3K	–	163
2023 Q4	$21.3K	Buy	206 +3	+1%	+$288	0.02%	91
2023 Q3	$19.3K	Buy	+203	New	+$19.2K	0.02%	94

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Team Financial Group's PRU Position: Q2 2026 in Review

Team Financial Group sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 229 shares — an estimated $22.4K sold.

Team Financial Group first reported a position in PRU in Q3 2023 and held it in 6 quarters. The position peaked at $25.5K in Q4 2025. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Team Financial Group reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 229 Prudential Financial shares in Q2 2026, an estimated $22.4K.
Team Financial Group first reported a position in Prudential Financial in Q3 2023 and held it in 6 quarters.
Team Financial Group's Prudential Financial position peaked at $25.5K in Q4 2025.
407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.