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Vista Investment Partners’s Prudential Financial PRU Stock Holding History

Vista Investment Partners’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 		$390K Sell
3,614
-1
-0% -$102 0.1% 130
2026
Q1 		$353K Buy
3,615
+3
+0.1% +$311 0.09% 134
2025
Q4 		$408K Sell
3,612
-7
-0.2% -$751 0.11% 124
2025
Q3 		$375K Buy
3,619
+7
+0.2% +$737 0.1% 121
2025
Q2 		$388K Hold
3,612
– – 0.11% 114
2025
Q1 		$403K Buy
3,612
+736
+26% +$83.9K 0.12% 118
2024
Q4 		$341K Hold
2,876
– – 0.11% 128
2024
Q3 		$348K Buy
2,876
+275
+11% +$32.5K 0.11% 122
2024
Q2 		$305K Hold
2,601
– – 0.1% 125
2024
Q1 		$305K Hold
2,601
– – 0.1% 123
2023
Q4 		$270K Buy
+2,601
New +$249K 0.1% 121

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vista Investment Partners's PRU Position: Q2 2026 in Review

Vista Investment Partners reduced its Prudential Financial (PRU) stake by 0.03% in Q2 2026, selling an estimated $102 and leaving 3,614 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #130.

Vista Investment Partners first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q4 2025. 364 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Vista Investment Partners held 3,614 shares of Prudential Financial worth $390K as of Q2 2026.
  • Vista Investment Partners sold 1 Prudential Financial share in Q2 2026, an estimated $102.
  • Prudential Financial made up 0.1% of Vista Investment Partners's portfolio in Q2 2026, its #130 holding.
  • Vista Investment Partners first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's Prudential Financial position peaked at $408K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.