Transamerica Financial Advisors’s Prudential Financial PRU Stock Holding History

Transamerica Financial 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	$14.5K	Buy	134 +22	+20%	+$2.24K	﹤0.01%	925
2026 Q1	$11K	Buy	112 +76	+211%	+$7.87K	﹤0.01%	908
2025 Q4	$4.06K	Buy	+36	New	+$3.86K	﹤0.01%	998
2015 Q3	–	Sell	-164	Closed	-$15K	–	900
2015 Q2	$15K	Hold	164	–	–	﹤0.01%	587
2015 Q1	$14K	Sell	164 -10	-6%	-$810	﹤0.01%	585
2014 Q4	$16K	Buy	174 +10	+6%	+$859	﹤0.01%	457
2014 Q3	$15K	Hold	164	–	–	﹤0.01%	435
2014 Q2	$15K	Hold	164	–	–	﹤0.01%	469
2014 Q1	$14K	Hold	164	–	–	﹤0.01%	443
2013 Q4	$16K	Buy	+164	New	+$14K	﹤0.01%	430

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Transamerica Financial Advisors's PRU Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Prudential Financial (PRU) stake by 20% in Q2 2026, buying an estimated $2.24K and bringing the position to 134 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Transamerica Financial Advisors first reported a position in PRU in Q4 2013 and has held it in 10 quarters since. The position peaked at $16K in Q4 2014. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Transamerica Financial Advisors held 134 shares of Prudential Financial worth $14.5K as of Q2 2026.
Transamerica Financial Advisors bought 22 Prudential Financial shares in Q2 2026, an estimated $2.24K.
Prudential Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #925 holding.
Transamerica Financial Advisors first reported a position in Prudential Financial in Q4 2013 and has held it in 10 quarters since.
Transamerica Financial Advisors's Prudential Financial position peaked at $16K in Q4 2014.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.