Zhang Financial’s Prudential Financial PRU Stock Holding History

Zhang 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	$609K	Buy	5,640 +8	+0.1%	+$813	0.02%	244
2026 Q1	$550K	Buy	5,632 +8	+0.1%	+$829	0.02%	234
2025 Q4	$635K	Buy	5,624 +37	+0.7%	+$3.97K	0.02%	204
2025 Q3	$580K	Buy	5,587 +349	+7%	+$36.7K	0.02%	203
2025 Q2	$563K	Hold	5,238	–	–	0.03%	194
2025 Q1	$585K	Sell	5,238 -56	-1%	-$6.38K	0.03%	196
2024 Q4	$628K	Buy	5,294 +37	+0.7%	+$4.57K	0.04%	184
2024 Q3	$637K	Sell	5,257 -3	-0.1%	-$355	0.04%	179
2024 Q2	$616K	Buy	5,260 +3	+0.1%	+$346	0.04%	171
2024 Q1	$617K	Hold	5,257	–	–	0.05%	172
2023 Q4	$545K	Buy	5,257 +257	+5%	+$24.7K	0.05%	173
2023 Q3	$474K	Sell	5,000 -5,000	-50%	-$473K	0.05%	162
2023 Q2	$882K	Hold	10,000	–	–	0.09%	122
2023 Q1	$827K	Hold	10,000	–	–	0.09%	121
2022 Q4	$995K	Sell	10,000 -10	-0.1%	-$1.01K	0.13%	97
2022 Q3	$859K	Hold	10,010	–	–	0.13%	90
2022 Q2	$958K	Sell	10,010 -500	-5%	-$52.9K	0.15%	81
2022 Q1	$1.24M	Hold	10,510	–	–	0.21%	66
2021 Q4	$1.14M	Buy	+10,510	New	+$1.14M	0.2%	67

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

Zhang Financial's PRU Position: Q2 2026 in Review

Zhang Financial increased its Prudential Financial (PRU) stake by 0.14% in Q2 2026, buying an estimated $813 and bringing the position to 5,640 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #244.

Zhang Financial first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Zhang Financial held 5,640 shares of Prudential Financial worth $609K as of Q2 2026.
Zhang Financial bought 8 Prudential Financial shares in Q2 2026, an estimated $813.
Prudential Financial made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #244 holding.
Zhang Financial first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
Zhang Financial's Prudential Financial position peaked at $1.24M in Q1 2022.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.