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Whalerock Point Partners’s Prudential Financial PRU Stock Holding History

Whalerock Point 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 		$2.4M Sell
22,257
-600
-3% -$61K 0.41% 53
2026
Q1 		$2.23M Buy
22,857
+3,500
+18% +$362K 0.43% 48
2025
Q4 		$2.19M Buy
19,357
+765
+4% +$82K 0.42% 46
2025
Q3 		$1.93M Buy
18,592
+780
+4% +$82.1K 0.39% 48
2025
Q2 		$1.91M Buy
17,812
+1,550
+10% +$161K 0.41% 50
2025
Q1 		$1.82M Buy
16,262
+1,350
+9% +$154K 0.43% 45
2024
Q4 		$1.77M Sell
14,912
-80
-0.5% -$9.88K 0.41% 46
2024
Q3 		$1.82M Buy
14,992
+300
+2% +$35.5K 0.43% 47
2024
Q2 		$1.72M Sell
14,692
-175
-1% -$20.2K 0.46% 45
2024
Q1 		$1.75M Sell
14,867
-1,300
-8% -$140K 0.48% 47
2023
Q4 		$1.68M Sell
16,167
-300
-2% -$28.8K 0.52% 47
2023
Q3 		$1.56M Sell
16,467
-390
-2% -$36.9K 0.54% 46
2023
Q2 		$1.49M Buy
16,857
+192
+1% +$16.1K 0.5% 46
2023
Q1 		$1.38M Buy
16,665
+980
+6% +$93.5K 0.51% 47
2022
Q4 		$1.56M Hold
15,685
– – 0.63% 43
2022
Q3 		$1.34M Buy
15,685
+1,140
+8% +$110K 0.59% 46
2022
Q2 		$1.39M Buy
14,545
+1,040
+8% +$110K 0.59% 44
2022
Q1 		$1.6M Buy
13,505
+2,860
+27% +$325K 0.57% 44
2021
Q4 		$1.15M Buy
10,645
+875
+9% +$95K 0.39% 51
2021
Q3 		$1.03M Buy
9,770
+2,600
+36% +$268K 0.4% 50
2021
Q2 		$735K Hold
7,170
– – 0.28% 67
2021
Q1 		$653K Buy
+7,170
New +$614K 0.29% 68

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

Whalerock Point Partners's PRU Position: Q2 2026 in Review

Whalerock Point Partners reduced its Prudential Financial (PRU) stake by 2.6% in Q2 2026, selling an estimated $61K and leaving 22,257 shares worth $2.4M. The position accounts for 0.41% of the portfolio, ranked #53.

Whalerock Point Partners first reported a position in PRU in Q1 2021 and has held it in 22 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Whalerock Point Partners held 22,257 shares of Prudential Financial worth $2.4M as of Q2 2026.
  • Whalerock Point Partners sold 600 Prudential Financial shares in Q2 2026, an estimated $61K.
  • Prudential Financial made up 0.41% of Whalerock Point Partners's portfolio in Q2 2026, its #53 holding.
  • Whalerock Point Partners first reported a position in Prudential Financial in Q1 2021 and has held it in 22 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.