PGIM S&P 500 BUFFER 20-FEB (PBFB) Institutional Ownership Changes & 13F Activity

PGIM S&P 500 BUFFER 20-FEB (PBFB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Prudential Financial Inc, Leclair Wealth Partners Llc, Old Mission Capital Llc, Kintra Wealth, Llc, and Commonwealth Equity Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kintra Wealth, LlcBuy+6,858+72.6%16,300$529.21KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-425-5.5%7,269$232.00KQ2 2026Aug 14, 2026
Prudential Financial IncBuy+186,109+64.4%475,014$15.16MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+913+4.0%23,953$764.52KQ2 2026Aug 12, 2026
Mml Investors Services, LlcBuy+2,063+19.1%12,867$410.68KQ2 2026Aug 07, 2026
Blue Water Asset ManagementSell-994-3.7%25,963$828.67KQ2 2026Aug 03, 2026
Commonwealth Equity Services, LlcSell-2,176-6.0%33,922$1.08MQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcBuy+1,623+5.3%32,476$1.04MQ2 2026Jul 28, 2026
American Asset Management Inc.Sell-1,130-1.3%82,989$2.65MQ2 2026Jul 21, 2026
Spire Wealth ManagementSell-121-0.1%94,668$3.02MQ2 2026Jul 15, 2026
Old Mission Capital LlcSell-13,592-100.0%0$0.00Q2 2026May 15, 2026
Leclair Wealth Partners LlcSell-26,957-100.0%0$0.00Q2 2026May 05, 2026
Ubs Group AgSell-40-100.0%0$0.00Q2 2026May 05, 2026
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Frequently asked questions about PBFB activity

  • Which institutional owners are buying PBFB?

    Institutional owners buying PBFB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PBFB activity?

    "Buy" means an investor increased their reported position in PBFB compared to the prior reporting period. This reflects growing exposure to PGIM S&P 500 BUFFER 20-FEB (PBFB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PBFB increasing?

    Institutional interest in PBFB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.