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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
115,560
Value
$12.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PRU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026115,560$12.5M<0.1%+12,038+11.6%AddedHolders
Q1 2026103,522$10.1M<0.1%+37,417+56.6%AddedHolders
Q4 202566,105$7.46M<0.1%+1,608+2.5%AddedHolders
Q3 202564,497$6.69M<0.1%−4,151−6.0%ReducedHolders
Q2 202568,648$7.38M<0.1%−10,232−13.0%ReducedHolders
Q1 202578,880$8.81M<0.1%−6,048−7.1%ReducedHolders
Q4 202484,928$10.1M<0.1%−7,534−8.1%ReducedHolders
Q3 202492,462$11.2M<0.1%−2,752−2.9%ReducedHolders
Q2 202495,214$11.2M<0.1%+9,889+11.6%AddedHolders
Q1 202485,325$10.0M<0.1%+1,360+1.6%AddedHolders
Q4 202383,965$8.71M<0.1%−35,552−29.7%ReducedHolders
Q3 2023119,517$11.3M<0.1%−112,981−48.6%ReducedHolders
Q2 2023232,498$20.5M<0.1%+714+0.3%AddedHolders
Q1 2023231,784$19.2M<0.1%−889−0.4%ReducedHolders
Q4 2022232,673$23.1M<0.1%+16,734+7.7%AddedHolders
Q3 2022215,939$18.5M<0.1%+288+0.1%AddedHolders
Q2 2022215,651$20.6M<0.1%−3,353−1.5%ReducedHolders
Q1 2022219,004$25.9M<0.1%+185,593+555.5%AddedHolders
Q4 202133,411$3.62M<0.1%−66−0.2%ReducedHolders
Q3 202133,477$3.52M<0.1%−6,166−15.6%ReducedHolders
Q2 202139,643$4.06M<0.1%+4,382+12.4%AddedHolders
Q1 202135,261$3.21M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.