XML Financial’s Prudential Financial PRU Stock Holding History

XML Financial’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	$2.16M	Sell	20,000 -275	-1%	-$28K	0.16%	121
2026 Q1	$1.98M	Sell	20,275 -1,031	-5%	-$107K	0.16%	125
2025 Q4	$2.41M	Sell	21,306 -138	-0.6%	-$14.8K	0.2%	105
2025 Q3	$2.22M	Sell	21,444 -565	-3%	-$59.5K	0.18%	114
2025 Q2	$2.36M	Buy	22,009 +150	+0.7%	+$15.5K	0.2%	103
2025 Q1	$2.44M	Sell	21,859 -677	-3%	-$77.1K	0.23%	95
2024 Q4	$2.67M	Sell	22,536 -1,140	-5%	-$141K	0.24%	93
2024 Q3	$2.87M	Sell	23,676 -430	-2%	-$50.8K	0.27%	93
2024 Q2	$2.82M	Sell	24,106 -1,236	-5%	-$143K	0.28%	90
2024 Q1	$2.98M	Sell	25,342 -7,465	-23%	-$804K	0.3%	86
2023 Q4	$3.4M	Sell	32,807 -430	-1%	-$41.2K	0.36%	79
2023 Q3	$3.15M	Buy	33,237 +89	+0.3%	+$8.42K	0.38%	75
2023 Q2	$2.92M	Buy	33,148 +607	+2%	+$50.8K	0.34%	84
2023 Q1	$2.69M	Sell	32,541 -371	-1%	-$35.4K	0.33%	86
2022 Q4	$3.27M	Sell	32,912 -19	-0.1%	-$1.92K	0.41%	76
2022 Q3	$2.83M	Buy	+32,931	New	+$3.17M	0.39%	76
2022 Q2	–	Sell	-32,790	Closed	-$3.88M	–	307
2022 Q1	$3.88M	Buy	32,790 +979	+3%	+$111K	0.46%	69
2021 Q4	$3.44M	Sell	31,811 -46	-0.1%	-$5K	0.41%	70
2021 Q3	$3.35M	Buy	+31,857	New	+$3.28M	0.45%	68

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

XML Financial's PRU Position: Q2 2026 in Review

XML Financial reduced its Prudential Financial (PRU) stake by 1.4% in Q2 2026, selling an estimated $28K and leaving 20,000 shares worth $2.16M. The position accounts for 0.16% of the portfolio, ranked #121.

XML Financial first reported a position in PRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.88M in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

XML Financial held 20,000 shares of Prudential Financial worth $2.16M as of Q2 2026.
XML Financial sold 275 Prudential Financial shares in Q2 2026, an estimated $28K.
Prudential Financial made up 0.16% of XML Financial's portfolio in Q2 2026, its #121 holding.
XML Financial first reported a position in Prudential Financial in Q3 2021 and has held it in 19 quarters since.
XML Financial's Prudential Financial position peaked at $3.88M in Q1 2022.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.