Unison Advisors’s Prudential Financial PRU Stock Holding History

Unison 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	$4M	Buy	37,086 +535	+1%	+$54.4K	0.28%	45
2026 Q1	$3.57M	Buy	36,551 +414	+1%	+$42.9K	0.27%	46
2025 Q4	$4.08M	Buy	36,137 +473	+1%	+$50.7K	0.36%	38
2025 Q3	$3.7M	Buy	35,664 +446	+1%	+$47K	0.34%	37
2025 Q2	$3.78M	Buy	35,218 +488	+1%	+$50.6K	0.42%	37
2025 Q1	$3.88M	Buy	34,730 +375	+1%	+$42.7K	0.49%	34
2024 Q4	$4.07M	Buy	34,355 +352	+1%	+$43.5K	0.48%	34
2024 Q3	$4.12M	Buy	34,003 +372	+1%	+$44K	0.5%	34
2024 Q2	$3.94M	Buy	33,631 +393	+1%	+$45.4K	0.49%	33
2024 Q1	$3.9M	Buy	33,238 +585	+2%	+$63K	0.39%	31
2023 Q4	$3.39M	Buy	32,653 +433	+1%	+$41.5K	0.36%	35
2023 Q3	$3.06M	Buy	32,220 +449	+1%	+$42.5K	0.36%	35
2023 Q2	$2.8M	Buy	31,771 +456	+1%	+$38.2K	0.31%	39
2023 Q1	$2.59M	Buy	31,315 +458	+1%	+$43.7K	0.29%	41
2022 Q4	$3.07M	Buy	30,857 +425	+1%	+$43K	0.4%	32
2022 Q3	$2.61M	Buy	30,432 +374	+1%	+$36K	0.48%	32
2022 Q2	$2.88M	Buy	30,058 +301	+1%	+$31.9K	0.74%	29
2022 Q1	$3.52M	Buy	29,757 +312	+1%	+$35.5K	0.85%	22
2021 Q4	$3.19M	Buy	29,445 +394	+1%	+$42.8K	0.77%	26
2021 Q3	$3.06M	Sell	29,051 -7,081	-20%	-$730K	0.76%	24
2021 Q2	$3.7M	Buy	36,132 +426	+1%	+$43.5K	0.69%	31
2021 Q1	$3.25M	Buy	35,706 +479	+1%	+$41K	0.63%	35
2020 Q4	$2.75M	Buy	35,227 +583	+2%	+$42.1K	0.62%	36
2020 Q3	$2.2M	Buy	34,644 +575	+2%	+$37.8K	0.64%	38
2020 Q2	$2.08M	Buy	34,069 +16,246	+91%	+$954K	0.69%	36
2020 Q1	$929K	Buy	+17,823	New	+$1.42M	1%	40

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

Unison Advisors's PRU Position: Q2 2026 in Review

Unison Advisors increased its Prudential Financial (PRU) stake by 1.5% in Q2 2026, buying an estimated $54.4K and bringing the position to 37,086 shares worth $4M. The position accounts for 0.28% of the portfolio, ranked #45.

Unison Advisors first reported a position in PRU in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.12M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Unison Advisors held 37,086 shares of Prudential Financial worth $4M as of Q2 2026.
Unison Advisors bought 535 Prudential Financial shares in Q2 2026, an estimated $54.4K.
Prudential Financial made up 0.28% of Unison Advisors's portfolio in Q2 2026, its #45 holding.
Unison Advisors first reported a position in Prudential Financial in Q1 2020 and has held it in 26 quarters since.
Unison Advisors's Prudential Financial position peaked at $4.12M in Q3 2024.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.