UFPG
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United Financial Planning Group’s Prudential Financial PRU Stock Holding History

United Financial Planning 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 		$6.91K Hold
64
– – ﹤0.01% 317
2026
Q1 		$6.25K Hold
64
– – ﹤0.01% 282
2025
Q4 		$7.22K Hold
64
– – ﹤0.01% 239
2025
Q3 		$6.64K Buy
+64
New +$6.74K ﹤0.01% 172

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 $3.37T AUM 44.26% 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

United Financial Planning Group's PRU Position: Q2 2026 in Review

United Financial Planning Group held its Prudential Financial (PRU) position steady in Q2 2026 at 64 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

United Financial Planning Group first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.22K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • United Financial Planning Group held 64 shares of Prudential Financial worth $6.91K as of Q2 2026.
  • United Financial Planning Group left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #317 holding.
  • United Financial Planning Group first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Prudential Financial position peaked at $7.22K in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.