Westside Investment Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $356K | Sell |
3,300
-100
| -3% | -$10.2K | 0.05% | 237 |
|
|
2026
Q1 | $332K | Hold |
3,400
| – | – | 0.05% | 232 |
|
|
2025
Q4 | $384K | Hold |
3,400
| – | – | 0.06% | 205 |
|
|
2025
Q3 | $353K | Sell |
3,400
-300
| -8% | -$31.6K | 0.06% | 216 |
|
|
2025
Q2 | $398K | Hold |
3,700
| – | – | 0.07% | 185 |
|
|
2025
Q1 | $413K | Hold |
3,700
| – | – | 0.09% | 170 |
|
|
2024
Q4 | $439K | Hold |
3,700
| – | – | 0.09% | 158 |
|
|
2024
Q3 | $448K | Hold |
3,700
| – | – | 0.1% | 156 |
|
|
2024
Q2 | $434K | Hold |
3,700
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $434K | Sell |
3,700
-300
| -8% | -$32.3K | 0.1% | 156 |
|
|
2023
Q4 | $415K | Hold |
4,000
| – | – | 0.11% | 155 |
|
|
2023
Q3 | $380K | Hold |
4,000
| – | – | 0.11% | 156 |
|
|
2023
Q2 | $353K | Hold |
4,000
| – | – | 0.1% | 164 |
|
|
2023
Q1 | $331K | Sell |
4,000
-200
| -5% | -$19.1K | 0.1% | 167 |
|
|
2022
Q4 | $10.4K | Buy |
4,200
+200
| +5% | +$20.3K | 0.03% | 191 |
|
|
2022
Q3 | $8.91K | Hold |
4,000
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $12.2K | Hold |
4,000
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $12.3K | Hold |
4,000
| – | – | 0.03% | 184 |
|
|
2021
Q4 | $11K | Hold |
4,000
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $11K | Hold |
4,000
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $10.6K | Sell |
4,000
-2,000
| -33% | -$204K | 0.02% | 179 |
|
|
2021
Q1 | $101K | Sell |
6,000
-1,600
| -21% | -$137K | 0.27% | 75 |
|
|
2020
Q4 | $164K | Sell |
7,600
-700
| -8% | -$50.6K | 0.45% | 46 |
|
|
2020
Q3 | $140K | Buy |
8,300
+4,600
| +124% | +$302K | 0.06% | 48 |
|
|
2020
Q2 | $6.31K | Sell |
3,700
-2,911
| -44% | -$171K | ﹤0.01% | 142 |
|
|
2020
Q1 | $53.3K | Buy |
+6,611
| New | +$525K | 0.04% | 79 |
|
|
2019
Q2 | $561K | Buy |
+5,561
| New | +$554K | 0.2% | 91 |
|
|
2018
Q4 | $433K | Buy |
5,211
+1,140
| +28% | +$105K | 0.16% | 96 |
|
|
2018
Q3 | $406K | Buy |
4,071
+266
| +7% | +$26.2K | 0.13% | 100 |
|
|
2018
Q2 | $361K | Buy |
3,805
+3,291
| +640% | +$332K | 0.13% | 113 |
|
|
2018
Q1 | $51.9K | Buy |
514
+150
| +41% | +$16.9K | 0.03% | 279 |
|
|
2017
Q4 | $42.8K | Buy |
364
+6
| +2% | +$674 | 0.02% | 300 |
|
|
2017
Q3 | $39K | Buy |
358
+9
| +3% | +$962 | 0.02% | 293 |
|
|
2017
Q2 | $38.9K | Sell |
349
-1,000
| -74% | -$106K | 0.03% | 284 |
|
|
2017
Q1 | $142K | Sell |
1,349
-23
| -2% | -$2.48K | 0.07% | 156 |
|
|
2016
Q4 | $146K | Buy |
+1,372
| New | +$130K | 0.1% | 115 |
|
Other funds holding PRU
Westside Investment Management's PRU Position: Q2 2026 in Review
Westside Investment Management reduced its Prudential Financial (PRU) stake by 2.9% in Q2 2026, selling an estimated $10.2K and leaving 3,300 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #237.
Westside Investment Management first reported a position in PRU in Q4 2016 and has held it in 36 quarters since. The position peaked at $561K in Q2 2019. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Westside Investment Management held 3,300 shares of Prudential Financial worth $356K as of Q2 2026.
- Westside Investment Management sold 100 Prudential Financial shares in Q2 2026, an estimated $10.2K.
- Prudential Financial made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #237 holding.
- Westside Investment Management first reported a position in Prudential Financial in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Prudential Financial position peaked at $561K in Q2 2019.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.