4WM
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49 Wealth Management’s Prudential Financial PRU Stock Holding History

49 Wealth Management’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 		$205K Buy
+1,899
New +$193K 0.04% 177

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

49 Wealth Management's PRU Position: Q2 2026 in Review

49 Wealth Management opened a new position in Prudential Financial (PRU) in Q2 2026: 1,899 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • 49 Wealth Management held 1,899 shares of Prudential Financial worth $205K as of Q2 2026.
  • Prudential Financial was a new 49 Wealth Management position in Q2 2026.
  • Prudential Financial made up 0.04% of 49 Wealth Management's portfolio in Q2 2026, its #177 holding.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.