Woodward Diversified Capital’s Prudential Financial PRU Stock Holding History

Woodward Diversified Capital’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	$876K	Sell	8,116 -13	-0.2%	-$1.32K	0.39%	64
2026 Q1	$826K	Buy	8,129 +206	+3%	+$21.3K	0.38%	68
2025 Q4	$894K	Buy	7,923 +261	+3%	+$28K	0.41%	62
2025 Q3	$795K	Buy	7,662 +103	+1%	+$10.8K	0.37%	75
2025 Q2	$812K	Buy	7,559 +3,665	+94%	+$380K	0.41%	67
2025 Q1	$435K	Buy	3,894 +286	+8%	+$32.6K	0.31%	80
2024 Q4	$428K	Sell	3,608 -3,237	-47%	-$400K	0.31%	70
2024 Q3	$829K	Sell	6,845 -328	-5%	-$38.8K	0.53%	55
2024 Q2	$841K	Buy	7,173 +130	+2%	+$15K	0.49%	57
2024 Q1	$827K	Buy	7,043 +475	+7%	+$51.2K	0.51%	54
2023 Q4	$681K	Sell	6,568 -133	-2%	-$12.8K	0.43%	63
2023 Q3	$636K	Buy	6,701 +871	+15%	+$82.4K	0.46%	63
2023 Q2	$514K	Buy	5,830 +108	+2%	+$9.04K	0.39%	69
2023 Q1	$473K	Buy	5,722 +157	+3%	+$15K	0.37%	69
2022 Q4	$553K	Sell	5,565 -531	-9%	-$53.8K	0.45%	59
2022 Q3	$523K	Sell	6,096 -373	-6%	-$35.9K	0.43%	54
2022 Q2	$619K	Sell	6,469 -19	-0.3%	-$2.01K	0.47%	53
2022 Q1	$767K	Buy	6,488 +257	+4%	+$29.2K	0.5%	56
2021 Q4	$674K	Buy	6,231 +985	+19%	+$107K	0.4%	64
2021 Q3	$552K	Buy	5,246 +672	+15%	+$69.3K	0.35%	82
2021 Q2	$469K	Buy	4,574 +441	+11%	+$45K	0.27%	96
2021 Q1	$377K	Sell	4,133 -443	-10%	-$37.9K	0.22%	112
2020 Q4	$357K	Buy	+4,576	New	+$331K	0.23%	97

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Woodward Diversified Capital's PRU Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Prudential Financial (PRU) stake by 0.16% in Q2 2026, selling an estimated $1.32K and leaving 8,116 shares worth $876K. The position accounts for 0.39% of the portfolio, ranked #64.

Woodward Diversified Capital first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $894K in Q4 2025. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Woodward Diversified Capital held 8,116 shares of Prudential Financial worth $876K as of Q2 2026.
Woodward Diversified Capital sold 13 Prudential Financial shares in Q2 2026, an estimated $1.32K.
Prudential Financial made up 0.39% of Woodward Diversified Capital's portfolio in Q2 2026, its #64 holding.
Woodward Diversified Capital first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
Woodward Diversified Capital's Prudential Financial position peaked at $894K in Q4 2025.
614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.