Zullo Investment Group’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$825K Sell
7,648
-894
-10% -$90.9K 0.28% 70
2026
Q1
$835K Sell
8,542
-200
-2% -$20.7K 0.32% 69
2025
Q4
$987K Sell
8,742
-95
-1% -$10.2K 0.36% 59
2025
Q3
$917K Sell
8,837
-187
-2% -$19.7K 0.34% 60
2025
Q2
$970K Sell
9,024
-355
-4% -$36.8K 0.39% 56
2025
Q1
$1.05M Sell
9,379
-149
-2% -$17K 0.45% 57
2024
Q4
$1.13M Sell
9,528
-13
-0.1% -$1.6K 0.46% 50
2024
Q3
$1.16M Buy
9,541
+153
+2% +$18.1K 0.48% 53
2024
Q2
$1.1M Buy
9,388
+300
+3% +$34.6K 0.48% 52
2024
Q1
$1.07M Buy
9,088
+157
+2% +$16.9K 0.5% 56
2023
Q4
$926K Buy
8,931
+252
+3% +$24.2K 0.47% 55
2023
Q3
$824K Sell
8,679
-488
-5% -$46.2K 0.48% 50
2023
Q2
$809K Buy
9,167
+173
+2% +$14.5K 0.46% 52
2023
Q1
$744K Buy
8,994
+136
+2% +$13K 0.46% 56
2022
Q4
$881K Buy
8,858
+14
+0.2% +$1.42K 0.54% 47
2022
Q3
$759K Buy
8,844
+207
+2% +$19.9K 0.49% 46
2022
Q2
$826K Sell
8,637
-287
-3% -$30.4K 0.52% 46
2022
Q1
$1.05M Buy
8,924
+407
+5% +$46.3K 0.55% 39
2021
Q4
$922K Buy
+8,517
New +$925K 0.47% 51

Other funds holding PRU

Zullo Investment Group's PRU Position: Q2 2026 in Review

Zullo Investment Group reduced its Prudential Financial (PRU) stake by 10% in Q2 2026, selling an estimated $90.9K and leaving 7,648 shares worth $825K. The position accounts for 0.28% of the portfolio, ranked #70.

Zullo Investment Group first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Zullo Investment Group held 7,648 shares of Prudential Financial worth $825K as of Q2 2026.
  • Zullo Investment Group sold 894 Prudential Financial shares in Q2 2026, an estimated $90.9K.
  • Prudential Financial made up 0.28% of Zullo Investment Group's portfolio in Q2 2026, its #70 holding.
  • Zullo Investment Group first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Prudential Financial position peaked at $1.16M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.