Planning Strategies Inc.’s Prudential Financial PRU Stock Holding History

Planning Strategies Inc.’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	$7.01K	Buy	+65	New	+$6.61K	﹤0.01%	379

Other funds holding PRU

NLI

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Planning Strategies Inc.'s PRU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Prudential Financial (PRU) in Q2 2026: 65 shares worth $7.01K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings.

542 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Planning Strategies Inc. held 65 shares of Prudential Financial worth $7.01K as of Q2 2026.
Prudential Financial was a new Planning Strategies Inc. position in Q2 2026.
Prudential Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #379 holding.
542 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.